My True Purpose for my Money, my American Dream and my Life

is

Freedom

Fullfillment

Love

Happiness

Joy

Faith

My True Purpose for my Money, my American Dream and my Life

is

Freedom

Fullfillment

Love

Happiness

Joy

Faith

My True Purpose for my Money, my American Dream and my Life

is

Freedom

Fullfillment

Love

Happiness

Joy

Faith

Why We Exist

To transform your experience with money.

Transformation begins when your true purpose is discovered. In an instant how you look, feel, and think about money can shift from scarcity to abundance.

You will be left inspired around how you can do more with your money. How you can live your life today making an impact on your family, community and world, while securing the future you dream of.

Prepare for Retirement

Planning for retirement is vital because you only live once. What do you want your one life to look like?

Through exploration, you can realize your deepest purpose. With our unique technology, you can align your investing plan with what matters most to you.

See how utilizing your purpose can guide your actions and attitudes around money.

You will be empowered to not only plan for your future, but to live your life to its fullest potential today. 

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We’ve taken the hard work out of choosing an investing plan.

Gone are the days of trying to pick the right stocks, find the right money managers or guessing when is the best time to get in or out of the market.

Gone are the days of relying on some forecast or prediction. Investing is a science and we have mastered it through Nobel Prize-winning academics.

We make choosing the right investment plan simple.  Our professionals with their extensive knowledge in investing and tax law can help you explore what options are best suited for your short and long-term goals.

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If you are new to investing it may seem overwhelming. There are endless options and routes. 

Oftentimes one will place their trust in a professional because after all - won’t they know what’s best? How do you choose what is right for you?

With SmartPlan you don’t have to just hope things workout. What’s possible if you had the confidence in your decisions, and knew exactly what you were doing and why?

What if I told you that process was much easier than you ever imagined. It’s not just a dream, but a reality offered to you today? 

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For Small Businesses

Business Services

We offer several services for small and medium-sized businesses.

  • 401k
  • 403b
  • Simple IRA
  • SEP IRA
  • Business Entity, Planning, & Exit Advice
  • Trust & Foundation Requirements
Open an Account

Do you have questions
about your financial picture?

Let's talk about it.