We will help you remove the complexity
out of financial success
We Put You First!
Every person’s finances are a puzzle that can only be solved through listening. When we begin to work together, we conduct an active listening session in which we seek to conceptualize all the moving parts of your life that could affect you financially--family, what drives you, and lifestyle desires. Only when we have reached a deep understanding of your life does the financial part of our process begin.
We help select individuals in the retirement redzone, entrepreneurs and professional practitioners by solving the five major wealth challenges facing affluent families such as tax reduction planning, maintaining a successful lifestyle in retirement, and transferring wealth in the most efficient and tax advantageous way.
Our goal is simple – to provide advice and strategies that aligns the money you have with the life you want to lead.
Let's get started.
Get regular updates on the crisis, as well as guidance for your personal and financial well-being. Read the latest.
Is there a way we can manage the market volatility risk?
What should you expect from a financial advisor during Covid-19?
Do you feel like right now is the time to buy more stocks and get heavy into the market because we've been in a market low?
Why Allow Us To Serve You?
John Has Teamed up With Success Gurus
Brian Tracy and Jack Canfield
Co-author of
"Masters of Success"
Book
The Brian Tracy Show
Jack Canfield's Hollywood Live
John Halterman has been featured on…
Jack Canfield's
To learn more on how to achieve Financial Freedom, download our special report.
Financial Summer Camp
Is summer camp or a summer job in your future? We like to think that work is similar to school and retirement is a fun summer camp. We want to make sure you will be attending the summer camp of your dreams rather than holding down the fort with a summer job. In this special report, we've broken down a few options for how you might spend your retirement if you’ve worked hard, saved your money and created a financial plan that will allow you to go to the summer camp of your choice.
