"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

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

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!
REGISTER

Time & Money
Oct 19, 7:00 AM – 9:00 PM
On-Demand Webinar
Maximizing Your Retirement Income. It's More Than Social Security.....
Details

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
REGISTER

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.
Details