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How We Help

We are our clients’ # 1 financial advocate.

We strive to simplify life in such a way that you can enjoy your wealth now and in the future. We want to be sure that regardless of what events happen in your life that we have everything in place to take care of your family and legacy.

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As seen on Hollywood Live with Jack Canfield

Jack Canfield, author of the book series “Chicken Soup for the soul”, interviews John Halterman on Hollywood Live.

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Who We Serve

We work with select individuals in the Retirement Red Zone (Age 50 – 80), Entrepreneurs and Professional Practitioners all across the country.

How We're Different

No matter the situation you’re in, you deserve peace of mind. We don’t push product. We serve as a fiduciary to your goals based, holistic wealth strategy.

Our Process

We have developed and refined a consultative process that allows our clients to evolve smoothly from building wealth to an enjoyable retirement.

How We Charge

We work exclusively for our clients. We believe transparency on how we get paid is paramount for a long-term, mutually beneficial relationship.

1.

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Fee Based Advisory

Our advisory accounts do not have commission or transaction fees. We charge a percentage of assets based on the assets we manage for you. We are in this together on the same side of the table, the Better you do, the better we do.

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Insurance Products Offered Separately

We can handle all risk management scenarios for your family.

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Ready to Take The Next Step?

Request a no-cost, no-obligation second opinion meeting today and start enjoying more and worrying less.