We help individuals, families and businesses through an educational and coaching process, prepare, plan, and implement financial retirement strategies that best meets their needs with the ultimate goal of achieving peace of mind. We provide Investment Management and Financial Coaching. Financial Management: Ours is a Structured Academic Investment Strategy, which is beyond traditional indexing. Using these techniques, our objective is to provide our clients with an approach to help them find and enjoy their own personal true purpose for money. As part of our commitment to you, we hold Private Investor Education Events regularly to help educate our valuable clients and their friends and relatives. We select topics that are of interest to retirees, individuals planning to retire, and those who have recently left their employment and are worried that their retirement plans may not provide the outcome they desire. Financial Coaching: Through educational/coaching process, we help people and businesses prepare, plan and implement the best financial lifestyle and retirement strategies so they are clear, confident and have a piece of mind about the direction they are heading for retirement. Our process includes performing a free market analysis on client's current portfolio allocations in order to uncover inefficiencies in their underlying investments. Additional Advisory Services: We also offer our expertise through educational financial workshops such as our Investor Coaching Series. Workshops are presented individually or in groups, usually quarterly. Our presentations focus on a variety of issues, such as investments, financial planning, qualified retirement plans, and success coaching.