About Us

Ideology

 

The ideal, Live the Life You Love(sm), is more than our tagline.  It's our mantra.  It's at the core of everything we do for you. Whether you want to travel the world, run marathons, sail the oceans, relax on the beach, enjoy a quilting hobby, enjoy time with your loved ones, start a new career, spend less time in your small business; we can help.

Chances are that you can Live the Life You Love much sooner than you think. We’ve found that with a little help, encouragement, and direction, most prospective clients we encounter, have at least the opportunity to achieve this goal. For some, it’s a simple reorganization of how and why they spend their time in their small business. For others, it’s about understanding proper investment management including when, and when not, to take risk. For still more, it’s about looking at the whole financial picture, properly structuring debt, assets, income, taxes and building a financial plan that aligns each of these with their long range goals.

Several years ago, I got sick of listening to people tell me that it wasn’t possible to Live the Life You Love. There was always some lame excuse about why they couldn’t do it. So, I took to the globe, and began producing videos demonstrating how it was possible for me to run a growing and successful investment firm WHILE traveling the world several months per year. Look, it’s one thing to work at a nine to five job in a cubicle. It’s another to manage tens of millions of dollars while traveling across a couple dozen countries, and maintaining a high level of client satisfaction.

At the end of the day, my point wasn’t that I can do it, na-na-a-boo-boo. It was that IF I can do it, so can you. AND, that if you truly want to be able to Live the Life You Love, you need to hire a guide who has already done it. Someone who knows what it takes. Not someone stuck in an office all day, who has only read about doing it.

While investment performance is important, we measure our success by your happiness.  "Happiness" means that even if you had all the money in the world, you still wouldn’t change what you had planned for the day.

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