COMPOUNDING +
LEVERAGE +
TAX STRATEGY +
MATH +
GOVT. INCENTIVES = FINANCIAL SUCCESS
LEVERAGE +
TAX STRATEGY +
MATH +
GOVT. INCENTIVES = FINANCIAL SUCCESS
Does your Financial Advisor offer any of these strategies?
DARE TO CHANGE
We offer proven revolutionary ideas - the real question is - Do You Dare to Change?
STAYING THE COURSE IS EASY
It takes guts to question the Authority
Not a Rocket Surgery; Let us help you come up with a Plan.
We are committed to giving you high value unbiased opinion. Our financial plans focus on the most
tax-efficient, cost-effective solutions.
tax-efficient, cost-effective solutions.
15
Years of successfull practice in
financial Services
financial Services
300+
Satisfied Clients
1000+
Successfully implemented strategies
Our Integrated Team works for Your Financial Success!
It takes a Team of Tax Professionals, Investment Advisors, Business Consultants & Legal Advisors.
In today's competitive environment, it's not enough to be good. Businesses and Individuals must become great at managing all resources available.
Let us show you how we can help you increase cash-flow to you; not just through you.
In today's competitive environment, it's not enough to be good. Businesses and Individuals must become great at managing all resources available.
Let us show you how we can help you increase cash-flow to you; not just through you.
- Joel WilliamsonFounder & CEO
He has been referred to as the ‘Merlin of Money’ because of the magic that he is able to create for his clients, Joel heads the team with over three decades of experience in Wealth Generation and Preservation.
Under Joel’s direction, you have access to a team of the best Tax, Estate Planning, Accounting, Financial Advisors and Insurance Professionals that implement and manage every aspect of your financial plan.
- Jim RippelPresidentWith an MBA, and over 35 years of serving in the financial arena. Jim has worked in the private, commercial, and educational sectors as a University Professor of Financial Planning. His mission and life’s work has been to empower students and clients with the knowledge and tools to enable them to make effective decisions and build generational wealth. As an avid student and researcher, Jim is able to utilize the most current, and little-known techniques, to create powerful solutions and options for his clients.
- Raj SekhawatVice President, StrategyKnown as a Wealth (Tax) Coach, Raj has over 25 years of experience as a Financial Consultant, He creates extreme value for his clients with proven methods. Raj has been helping individuals and organizations optimize profits while reducing taxes, expenses and risk for past 25 years.
Raj has vast experience in Finance, Retail, Staffing, IT and Medical industries. He has launched several ventures and understands the business. - David ChaseVice President, MarketingAfter 35 years as a manufacturer’s representative working with people from all walks of life has given him the insight and ability to listen and understand his client’s needs. Changing his career in his middle 50s was a monumental step.
David’s career over the last 40 years has been helping people with their personal and business goals to reach their optimum success.