"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

Tax-Deferred vs. Tax-Free Strategies
Aug 05, 7:00 AM – 9:00 PM
On-Demand Webinar
Traditional wisdom, as passed down by well-meaning family and friends, can be wrong. And when you don't know what you don't know, you too can fall victim to the same money mistakes that have cost many Americans tens of thousands of dollars of their retirement income.
REGISTER

Maximize Your Social Security - In Uncertain Times
Aug 10, 6:00 PM – 7:00 PM
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

Protecting Your Piggy Bank in Retirement
Aug 17, 7:00 AM – 9:00 PM PDT
On-Demand Webinar
There is an 800-pound gorilla that threatens your retirement. Not just physically, but emotionally and financially. It's perhaps the most overlooked aspect of retirement planning by most consumers, and sadly by some financial professionals today.
REGISTER

Land Banking
Aug 19, 12:00 PM – 12:30 PM
Webinar
Don't wait to buy Land. Buy Land and wait!
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