The Problem

 We make financial decisions one at a time, at different times, with different people, under different circumstances, resulting in a collection of financial decisions that resemble a junk drawer.  They are disorganized, uncoordinated, inefficient, and lack control.


The Desire

We want a financial life that produces long-term wealth, substantial retirement income, minimizes taxes, reduces risks, and ensures our legacy is well preserved.  We want to feel our financial life is organized, flexible, and easy to manage and control.

We'll Keep You Posted on Our Next Event 

"What's Your Financial IQ?" 

It's Free, Fun, Interactive, and Informative.  (Not some boring seminar.)


Macro approach...


We take all those disconnected, disjointed, financial decisions you've made in your life out of the "financial junk drawer."  We then organize, coordinate, and integrate them together.  It is this integration and coordination that helps cause an Acceleration of your wealth, upon which we strive to build the financial foundation you and your family desire both now and into the future.

With all the choices and options of where to put your money these days, it can get confusing and a bit overwhelming. Here's a great way to narrow down what you're looking to achieve with your hard-earned funds, and to see whether or not you'd be a good fit for the strategies we employ for growing your wealth.

Are you enjoying these benefits and guarantees with your current strategy?

It Buildsin Cash value by a contractually guaranteed amount every year.  

Your principal Doesn’t Lose Value due to a stock or real estate market downturn.

You don't have to depend on luck, skill, or guesswork in choosing the right stock or mutual fund, because you know your money is Guaranteed To Grow each and every year.

You have Peace Of Mind, knowing your growth and principal in the plan are protected by 3 built-in guarantees and by tax law.

Your growth, dividends and liquidity all increase in a Tax-Advantaged environment.

If not, would you like to?

If you answered “NO” to any of the questions above, we can help. Contact us to schedule a no cost, no obligation financial review to get started. We will work with you to design a tax-advantaged financial strategy to improve your peace of mind and your wallet.

We're here to help you, your wealth, and your financial future to “Take a LEAP Forward.”

The Solution

It's not a product.  It's a Process, where you can now organize, analyze, strategize, and track your financial life, by viewing all of your money decisions simultaneously.  It is this coordination and integration of those decisions that causes an Acceleration of wealth, rather than just an accumulation.

Take a L.E.A.P. Forward

We take the depth, breadth, and complexity of the financial services industry and make it simple, organized, and powerful,

at NO COST to you.

Rules-based...