History
We have been providing real financial planning for a fee (not just selling products) more than two decades. Before it was known as a valued service. When the global financial meltdown occurred beginning in 2009, we knew something drastically different was happening compared to what we had been trained in regarding the financial markets and consulting. That's when we shifted to helping Americans who value their legacy to protect what they have worked so hard to build from ravages of uncertain markets, as well as from rogue confiscation from bad actors. Our due diligence for alternative investments and strategies unique for each client is paramount to their success, not to mention building sound relationships with them along the way.
Specialties
Anyone of financial means is encouraged to begin creating a global footprint by investing, banking, owning real estate, precious metals and other alternative assets, and when appropriate - investing/living/working outside the U.S. Given today's evolving geopolitical instabilities, we help clients and their families concerned with protecting their wealth by assisting them craft effective financial strategies to fit their lifestyle/goals utilizing proven asset protection structures on a worldwide basis. Simply stated - Global Wealth and Asset Protection Strategies