"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

Building a Solid Financial Future

Confident Financial Planning and Goals

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

Land Banking
Jun 24, 12:00 PM – 12:30 PM
Webinar
Don't wait to buy Land. Buy Land and wait!
REGISTER

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.
REGISTER

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.
REGISTER

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.
REGISTER

Retire Happy - And Stay That Way!
Jun 15, 7:00 AM – 9:00 PM PDT
On-Demand Webinar
Eliminate Financial Stress in Retirement.
REGISTER