What makes us different?  

Starting at a Fortune 100 "Finance" company, Josh was able to see that advisors typically only reccomend what they get paid on. There was a whole world out there, and as Josh started to work with millionares and billionares he noticed traditional planning was NOT cutting it.  Here are the questions you need to ask: 

• Are there investments that I can make that can reduce my taxable income dramatically NOW?
• Does my advisor work for a bank or large company, and ony allowed to play in their sandbox?
• When was the last time I had a 2nd look from a non-traditional advisor?

We start with analysis and fact finding. We see where you are, where you want to be, and what you are already doing. THEN, we take it a step further to answer the questions above. We know that most advisors only reccomend what they are compensated on- we do not. We lead with education, wanting to share what we have learned, and have you make the decision yourself on the path forward.