Who we serve
Small Business Owners with
1-30 employees

Entrepreneurs that have integrated us into their business have a desire to:
- build a work-optional lifestyle
- maximize revenue and retained earnings by reducing taxes
- attract and retain the best employee talent
- have a dedicated, low-cost personal CFO that can augment their HR & Finance practices
Investors Committed to Financial Independence

Individual investors that choose to work with us typically have:
- high motivation to reach financial independence quickly
- a desire to work with an expert because they have neither the time or expertise to manage their own financial strategy
- a nest egg of $5,000 (min) and seeking help to grow it efficiently
- a budget with a surplus of $500 per month disposable income