"How many millionaires do you know who have become wealthy by investing in savings accounts?

I rest my case."

 - Robert G. Allen - 

Upcoming Events

Intelligent investor
Intelligent investor

Building a Solid Financial Future
Building a Solid Financial Future

Confident Financial Planning and Goals
Confident Financial Planning and Goals

Intelligent investor
Intelligent investor


Education and awareness are instrumental in knowing and understanding your options so that you can make informed decisions.

Our educational series is designed to strategically build and preserve wealth with progressive tools.

Select any webinar subject you are interested in and simply register to attend. 

These webinars are designed to be informational and are not sales pitches.

We look forward to meeting you!

Private Clients

We offer an informative and insightful webinar series on alternative investment strategies, estate tax reduction strategies, and income tax reduction strategies.

Our purpose is to inform you of options you may not have known about, allowing you to

'Keep Wealth in Your Family'

Private Client Events

  • Land Banking
    Jun 24, 12:00 PM – 12:30 PM
    Don't wait to buy Land. Buy Land and wait!
  • Understanding Social Security
    Jun 29, 7:00 AM – 9:00 PM PDT
    On-Demand Webinar
    You invested into Social Security throughout your working career. Now that it's YOUR turn to financially benefit you don't want to shortchange yourself or your loved ones. After all, it's YOUR financial future you're considering.
  • Energy Real Estate & Technology
    Schedule your private meeting
    Conference Call
    Learn how these opportunities may help to reduce your taxable gross income, benefiting business owners and individuals who are wanting to diversify their interests.
  • Gold & Silver
    Schedule your private meeting
    Private Webinar
    Learn about the inverse relationship that gold & silver can offer to balance your portfolio in uncertain times.
  • Retire Happy - And Stay That Way!
    Jun 15, 7:00 AM – 9:00 PM PDT
    On-Demand Webinar
    Eliminate Financial Stress in Retirement.

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