"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

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Building a Solid Financial Future
Building a Solid Financial Future

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Confident Financial Planning and Goals
Confident Financial Planning and Goals

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Intelligent investor
Intelligent investor

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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

  • 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.
  • Land Banking
    Oct 21, 12:00 PM – 12:30 PM PDT
    Webinar
    Don't wait to buy Land, Buy Land and wait! Want to place a real estate holding into your portfolio, it's easy!
  • Time & Money
    Oct 19, 7:00 AM – 9:00 PM
    On-Demand Webinar
    Maximizing Your Retirement Income. It's More Than Social Security.....
  • Maximize Your Social Security - In Uncertain Times
    Oct 12, 6:00 PM – 7:00 PM PDT
    Webinar
    Did you know that your Social Security benefits could be taxable? * Learn 3 strategies to help you and your spouse know when to file * How do the new rules of Social Security apply to you? Join us to find out the answers to these
  • Understanding Social Security
    Oct 07, 7:00 AM – 9:00 PM
    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.

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