top of page

What We Do

We Help People Not Only Climb The Financial Mountain But We Make Sure They Get Down Safely

We Work With 2 Types Of Clients

  1. Small-Medium Sized Businesses

  • Help reduced expenses in many cases by 25-30% improving profits

  • Reducing taxes by 10's of thousands if not 100's of thousands of dollars 

  • Work Directly with CPA/Accountants to provide seamless, holistic, proactive planning vs. reactive​

  • CPA Team Based Model

   2. Hard Working Middle/Upper Middle Class 

  • Most families get talked into complexity in their planning vs. using the rule of not losing their wealth to fees and/or market volatility

  • Look at entire package: social security, 401K's, IRA's, Roths, Stocks, Real Estate to ensure that you can have options vs. all based on luck

  • More to be gained by not losing money vs. trying to hit home runs in your investments

  • Most families don't have a solid game plan for their "safe money"

Rock Climber Powdering Hands

Contact Jack about a free evaluation at 504-520-8048

bottom of page