About
To bridge the wealth gap in America.
We exist to foster
Economic Independence and Wealth
through Financial Education.
We help Americans to
accumulate, distribute and transfer Generational Wealth.
We teach Americans how to
plan & manage their own cash-flow, net-worth, and exposure-to-risk.
To help 1-million Americans amass 7, 8 & 9-figure wealth.
Our ethic to make, keep and grow money.
"With better awareness, your going to make better choices, and
with better choices you're going to see better results," — Robin Sharma
"With a sound financial education a person can use taxes, debt,
inflation, and retirement to become rich rather than poor." — Robert Kiyosaki
“Principles are fundamental truths that serve as the foundations
for behavior that gets you what you want out of life. They can be
applied again and again in similar situations to help you achieve
your goals.” ― Ray Dalio
"It never dawns on most financial gurus that you can control the
financial environment in which you operate. Perhaps it is caused
by lack of imagination, but whatever the cause, learning to control
it is the most profitable thing you can do over a lifetime." — Nelson Nash
"Compound interest is the eighth wonder of the world. He who
understands it, earns it ... he who doesn't ... pays it." — Albert Einstein
Principle #6 - Invest In Assets
“Money makes money. And the money that makes money
makes more money.” — Benjamin Franklin
Principle #7 - Protect Your Assets
“Rule #1: Never lose money. Rule #2: Never forget rule #1.” — Warren Buffet
Our infrastructure to make, keep and grow money.
ACCOUNTING
The discipline of
recording income, expenses, assets and liabilities.
BANKING
The discipline of
accepting, safeguarding and lending money for a fee.
ECONOMICS
The discipline of
producing, distributing and transferring wealth.
FINANCE
The discipline of
managing cash-flow, net-worth and risk.
HOW IT WORKS
Our process to make, keep and grow money.
The process of creating a financial plan... That establishes a strategic course of action; how to manage your cash-flow, net-worth, and risk, to bridge the gap-between where you are-and where you want to be.
The process of managing risk... To protect your assets, capital, and resources from unnecessary exposure to bad debt, inflation, mortality, qualified retirement plans, and taxes (capital gains, estate, income, etc.)
The process of accumulating capital... To realize a budget surplus, maximize the power of compound interest, and safeguard reserves for future investing and spending, in an environment managed by you.
The process of financing expenses (childcare, clothing, education, entertainment, food, healthcare housing, transportation, utilities, etc.) and debt created from liabilities (college, home, vehicle, etc.) with cash.
The process of leveraging debt... To purchase assets that finance themselves, (with positive cash-flow [income] they produce & capital appreciation [equity] they realize, with Other People's Money, "OPM".
The allocation of cash or credit... To purchase assets that accumulate wealth with the cash-flow (income) they produce, dividends (return-of-profits) they distribute and capital appreciation (equity) they realize.
Our asset to amass Generational Wealth.
ACCUMULATE
The asset that
accumulates after-tax capital
on a tax-free basis.
DISTRIBUTE
The asset that
distributes after-tax capital
on a tax-free basis.
TRANSFER
The asset that
transfers after-tax capital
on a tax-free basis.