Our Difference
Many of the clients we serve have “new money.”
They haven’t built significant wealth yet because they may not understand investing, their 401K plans, or retirement planning. Often, that’s because their parents had little financial knowledge to pass on to the next generation.
WE WORK FOR THE EVERYDAY PERSON
We represent the 99%.
We work with those who are new to money and specialize in working with union employees and other everyday workers like tradesmen, public servants, and small business owners – those who may not have grown up in a family who benefited from professional financial direction. We’re from families like that, too, which is why we’re here to pass along what we have learned – that proper investing builds wealth, and it can do that for anyone – and more importantly – everyone.
WE EDUCATE TO PROVIDE PEACE AND CLARITY
How to build and protect wealth shouldn’t be a secret.
We unpackage the confusion of the financial markets with a promise of transparency that invites trust. Education is our forte, and it’s something we truly enjoy. Talking about money is typically taboo, so it prevents those who don’t have a working knowledge of 401Ks and other investments from understanding them. We’re here to talk straight about money – and to break that cycle.
WE UNDERSTAND THAT MONEY IS A MINDSET
We help retirement plans understand people make different choices.
Some people grew up with wealth, but many didn’t. Some people are spenders, others are savers. Two people can have $1 million in the bank, and for one, that money won’t fund their retirement dreams. For another, it will last 50 years. How you spend money is a personality type. When people ask us if they can retire, we say, yes – everyone can. It’s not the dollars in the bank, it’s how you live your life that matters most.
OFFERING REAL-LIFE SOLUTIONS FOR REAL-WORLD PEOPLE.