Financial Freedom through Trusted Advice
Delegate your financial affairs to your personal Chief Financial Officer so that you can focus on your passions and priorities. Our Net Wealth Enhancer Program is unique to the industry and has significantly improved the net worth of our clients who are subscribed to it.
We build and assemble investments that can pay you a salary and reduce your taxes through the ups and downs of our world economy. By utilizing industry leading efficiency, our portfolios can save you thousands on taxes a year during your retirement years.
Coaching and Mentoring are vital to entrepreneurial success. Learn how to focus on three distinct priorities in order to enable sustainability & growth. We offer advice and direction towards the financial success of your business or start-up.
I have been working with Jeff and his team for over 10 years. During this time, Jeff has coached my wife and I through the “investment lifecycle”; from establishing a sound set of investment principles, to planning for our children’s educational needs, to planning for our retirement (it’s coming folks, ready or not! )
Jeff and team have provided the steady hand to enforce the investing discipline and to provide the mature, seasoned advice and the many person-years of experience that I couldn’t possibly duplicate myself. I’m now to the point where maintenance of my financial health is like breathing – second nature.
Craig Thornton, General Manager, ATS Automated Tooling Systems
Ability to manage change successfully is how I would describe Jeff's services. Jeff has provided expert guidance, knowledge and thought leadership regarding my investment portfolio year after year. Our economy is more and more global, and world events impact our investments in a bigger way than ever before.
Despite the volatility and the new economy, I never worry about the growth and stability of my investment portfolio. Jeff makes knowledgable recommendations that have proven results. Additionally, my investment goals have changed as our family life stages evolve. Jeff has provided sound advice in regard to maximizing savings to help our family reach their goals. In the past year, I have embarked on the road of entrepreneurship and Jeff has been a fantastic resource financially and from a coaching perspective.
Stephanie Curry, Chief Marketing Officer, Inflection Point Inc.
In this section, you will find a wealth of information vital to you. Log into your financial accounts, view various documents and press releases, and follow interesting links for your own financial research and analysis.