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DARE TO CHANGE
If you want to get ahead, you must change. Your phone, car, TV and everything in life has changed for the better. Innovation has also impacted finance industry for the better. Our cutting-edge solutions are the best in industry.
STAYING THE COURSE IS EASY
Fake news is not only in politics, but it impacts your finances. Government and Financial Institutions steer you in the direction that benefit them. We will show you how you can take charge of your finances that serve you best.
15
Years of successfull practice in
financial Services
300+
Satisfied Clients
1000+
Successfully implemented strategies
Our Integrated Team works for Your Financial Success!
It takes a Team of Tax Professionals, Investment Advisors, Business Consultants & Legal Advisors.
In today's competitive environment, it's not enough to be good. Businesses and Individuals must become great at managing all resources available.
Let us show you how we can help you increase cash-flow to you; not just through you.
  • Joel Williamson
    Founder & CEO

    He has been referred to as the ‘Merlin of Money’ because of the magic that he is able to create for his clients, Joel heads the team with over three decades of experience in Wealth Generation and Preservation.


    Under Joel’s direction, you have access to a team of the best Tax, Estate Planning, Accounting, Financial Advisors and Insurance Professionals that implement and manage every aspect of your financial plan.

  • Jim Rippel
    President
    With an MBA, and over 35 years of serving in the financial arena. Jim has worked in the private, commercial, and educational sectors as a University Professor of Financial Planning. His mission and life’s work has been to empower students and clients with the knowledge and tools to enable them to make effective decisions and build generational wealth. As an avid student and researcher, Jim is able to utilize the most current, and little-known techniques, to create powerful solutions and options for his clients.
  • Raj Sekhawat
    Vice President, Strategy
    Known as a Wealth (Tax) Coach, Raj has over 25 years of experience as a Financial Consultant, He creates extreme value for his clients with proven methods. Raj has been helping individuals and organizations optimize profits while reducing taxes, expenses and risk for past 25 years.

    Raj has vast experience in Finance, Retail, Staffing, IT and Medical industries. He has launched several ventures and understands the business.
  • David Chase
    Vice President, Marketing
    After 35 years as a manufacturer’s representative working with people from all walks of life has given him the insight and ability to listen and understand his client’s needs. Changing his career in his middle 50s was a monumental step.

    David’s career over the last 40 years has been helping people with their personal and business goals to reach their optimum success.