Creating businesses that provide financial

security for you and your family

Courses and One-on-One Consulting

Creating businesses that provide financial

security for you and your family

Courses and One-on-One Consulting

Do you have a business, but:

Hate dealing with finances?

Are overwhelmed by financial jargon?

Don't have your business assets separated from your personal ones?

You don't know who to trust for financial advice?

Let's Work Together

Do you have a business, but:

Hate dealing with finances?

Are overwhelmed by financial jargon?

Don't have your business assets separated from your personal ones?

You don't know who to trust for financial advice?

Let's Work Together

I'm Just 

Getting Started

In this free guide, we'll break down the basics you need to transition from employee to business owner.

I Am Lost In

My Business

Guidance from an expert is critical for your success. Let's breakdown business fundamentals in this self-directed course.

I'm Ready To

Create My Legacy

Schedule a one-on-one call

with a business advisor to

create a financial plan with

lasting impact.




I'm Just 

Getting Started

In this free guide, we'll break

down the basics you need to transition from employee to

business owner.


I Am Lost In

My Business

Guidance from an expert is

critical for your success.

Let's breakdown business

fundamentals in this

self-directed course.


I'm Ready To

Create My Legacy

Schedule a one-on-one call with a business advisor to create a financial plan with

lasting impact.


Kent has been caring, passionate, and fun. He without a doubt cares about our business, but more importantly we learned he cares about us and our family just as much if not more. We never felt like another “client”, we always felt like we formed a relationship with a business partner who is there for us. Kent is thorough, organized, well educated in the needs of a new business, connected with many resources and always on top of what the next steps are... READ MORE

Jay & Tina

Business Owners

Business Fundamentals Course

If you're unsure where to start, this Business Fundamentals

Course breaks down the basics. You'll learn:

  • How to develop a strategic plan to grow your business
  • How to use financial management to protect your small business income
  • How to approach marketing without a sales background
  • How efficient operations can make you more profitable

Business Consulting

If your business is running successfully, push the

easy button and allow a business advisor to:

  • Set up your LLC
  • Evaluate your business structure
  • Diversify your income
  • Develop an investment strategy
  • Plan for the legacy of your wealth

Unsure where to start?

Fill out the form and we'll get back to you with our recommendation for the best place to start.

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