We are a group of advocates, financial experts, and educators who see how a lack of financial literacy has handcuffed Americans to a lifetime of worry. We have an aging work force that can’t afford to retire and a wave of new college graduates that are entering the workforce with an unprecedented amount of student debt. Eventually we have to stop and ask ourselves – Is there a better way?
Our mission is to revolutionize the way people think about money.
It’s no secret everybody wants the same thing. People want to maximize their income. They want to minimize their taxation bill, and they want to efficiently pass on their wealth to their loved ones with minimal fees/taxes from lawyers or the government. The solution isn’t the same for everyone. We give people the knowledge they need to be their own advocates when planning for retirement.