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    If you have acheived $500,000 or more of investible assets, our strategies and tax planning will be of value to you


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  • Total Financial Independence

    When every day counts to your journey of Total Financial Independence, don't let another day slip by
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    If you have acheived $500,000 or more of investible assets, our strategies and tax planning will be of value to you

  • What Do You Want With Your Future

    Do you want to become a financial expert in tax, investment, trusts and asset protection or hire a team of experts

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    Do you want to become a financial expert in tax, investment, trusts and asset protection or hire a team of experts

  • When It's Only You - You Only Know What You Know

    The Do-Yourself era is over.  Tax, Investment, Trusts and Insurance are all too complex today.  The smart wealth has teams of experts that communicate on one platform

    If you have acheived $500,000 or more of investible assets, our strategies and tax planning will be of value to you

  • It Takes A 
    Connected Team


    When was the last time your financial advisor, CPA, lawyer, and insurance agent all met around one table, at one time - to develop one plan for your financial future. Finally - a place where this happens

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    If you have acheived $500,000 or more of investible assets, our strategies and tax planning will be of value to you

Our System Is Fragmented

When was the last time your financial advisor, lawyer, insurance agent, and CPA all got around one table - at one time, to develop one plan for the betterment of your financial future? 

95% of people we have asked say this has never happened.

Is AI Better Than a Human Advisor

Which is Better - AI or a Human

Which is better - Letting AI and Computers Figure Out Your Future (Robo-Investors) - or a Human Advisor - Watch this short video to see why choosing one or the other may be a mistake

Personal Scores

Grade Your Financial Advisor

Have you ever did a comparison of your financial advisor, how they do things, how they charge and the potential value they add to your future?  Now take a short assessment and get a grade from A to F on points that unfortunately 

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(Coming Soon) Can you trust your trust - score your family protection

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(Coming Soon)What is your asset protection score - take the quiz

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(Coming Soon)What is your retirement income risk score

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(Coming Soon)What is your personal investment risk score

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(Coming Soon) What is your financial intelligence score

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(Coming Soon) 

Business Scores

If you own a business - find out what your business scores are -  Just Click To Start Your Scoring

(Coming Soon) Business Asset Protection Risk Score

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(Coming Soon) Business Exit Strategy Score

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(Coming Soon )Business Profit and Growth Score

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(Coming Soon) Business Tax Risk Score

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