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Formula For Success

Formula For Success & A Good Night Sleep

  • Your capital at work

    "Rule number one. Never lose money. Rule number two. Never forget rule number one."~ Warren Buffet

  • Own outstanding businesses

    "A great business at a fair price is superior to a fair business at a great price." ~ Charlie Munger

  • Hold them forever

    "If the job has been correctly done when a stock is purchased, the time to sell it is - almost never." ~ Phil Fisher

  • Buy market sell-offs

    "If you are really a long-term investor, you will view a bear market as an opportunity to make money." ~ John Templeton

  • Minimize taxes and transaction costs

    "What is the difference between a taxidermist and a tax collector?A taxidermist takes only your skin." ~ Mark Twain

  • Power of compounding

    "Compound interest is the eighth wonder of the world. He who understands it earns it. He who doesn't, pays it." ~Albert Einstein

Huge Returns

Very Happy Camper!

Our Mission

To Empower the Average American, Fulfill their Financial Destiny, Build a Legacy and Live a Prosperous Life.

What we can help you with

Tax Free Retirement

Wealth Management

Wealth Transfer

Financial Planning

Stocks, Bonds, Mutual Funds

Life Insurance

Critical Illness and Final Expense Insurance

Home and Business Insurance

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