Why Us


We want you to live the best life possible with the money and resources you have1; to align your values with your account values2; and, to enhance your financial literacy and find Simple and Elegant Financial Solutions to address your family's and your business' financial concerns.

We work with people of means who are so busy living well that they want ot work with a trusted financial advisory firm that provides them guidance, tools, advice, and financial solutions that empower them on their financial journey.

Welcome to our website.  It was built to help you in your quest for financial independence.

Spend some time exploring it.  Utilize our exclusive Life Event Planner tool to get organized to address the most important events in your life (yes, we have an app for that!)

Take a deep dive into the dynamic pool of resources we share with you.  Bookmark this website. Come back to it often.  And, share it with your family and friends.

Focus     Prepare for life, and for you entrepreneurs focus Beyond the Bottom Line
Direction Our exclusive life centered planning process is designed to help you navigate the 5 Elements of Financial Independence, with your life at the center
Solutions Through our affiliation with New York Life, the Advanced Planning Group, Eagle Strategies/NYLIFE Securities, and Crump Insurance Services, we work with world class financial institutions to design and source insurance, tax/legal, and investment solutions customized to your needs
Commitment  We are here to help.

                       My professional journey began back in 1985 when the most powerful business technology we had was a fax machine and an IBM XT computer requiring 2 floppy disks to operate.  I have served the Los Angeles community mentoring over 600 Eagle Scouts through my work with Pacific Palisades Troop 223, and taught Earthquake and Emergency Preparedness as a Red Cross Preparedness Educator to companies and neighborhoods throughout our metropolis.  I have connected my clients to other trusted advisors through decades of membership in Provisors, the California Society of CPAs, the Exit Planning Institute; served my profession as Board member and President of the Los Angeles County Chapter of the Society of Financial Services Professionals, and as a Life and Qualifying Member of the Million Dollar Roundtable; and, earned a few professional financial credentials and licenses along the way (Chartered Life Underwriter, Chartered Financial Consultant, Certified in Long Term Care Planning, Retirement Income Certified Professional) to offer my clients the highest level of service and relevant professional education.

You work too hard to risk your family and your financial future to chance. 

Let us know how we can help you.

1 Mitch Anthony and Steve Sanduski, Authors of Return on Life
2 Mitch Anthony