Our Process is Different.Discover a refreshing new perspective for your financial independence from our fee-only advisory firm.
Only Get Rich Once
The importance of consistent cash flow is one of many simple steps to ensuring your financial freedom. If you are ready for a fresh perspective on financial independence, this book is a must read.
Our investment goal is to replace the monthly paycheck. Work becomes optional when your investment portfolio provides 100% of your family’s cash flow needs.
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Progress toward your Point of Independence is the key to happiness and success. Start your journey toward the Point of Independence by clicking below.
How do you define wealth?
All investing involves risk including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and income investing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives.
The information contained on the Site provides only a general overview of subjects covered, is not intended to be taken as advice regarding any individual situation, and should not be relied on as such. Certain information on the Site may provide general investment education on various topics. Your are solely responsible for determining whether any investment, investment strategy, security, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. The information appearing on the Site should not be construed as legal, tax, accounting, investment, or other professional advice. You should obtain appropriate advice from qualified professionals in your applicable jurisdiction regarding the circumstances of your individual and unique situation.