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Financial sustainability is what we're all about. We purposefully stand out in a sea of sameness. No graphs and charts on this site! We approach traditionally complex topics in a very holistic and simple way.  We help our clients put in place financial strategies that are all about protecting a portion of their income to last a lifetime. To help insure peace of mind. 

Since 2007, all our clients have had their money protected from market volatility. Our first client was a retired school principal, a widow and a mother of a son with disabilities. Her husband left her with the proceeds of life insurance to care for her needs.

She did not want to put any of the money in the market and came to us to put the money in a protected place with growth opportunity. 

We are transparent about how much we earn and give a portion of our profits to charities that support sustainability of our cherished elders and our beautiful planet. 

Welcome! We're glad you're here. Take a look around and book one of complimentary consultations to learn more about our mission of helping our community "insure" their income for life.   

Rustic Beach Path
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