Simple. Transparent. Built for Veterans Who Value Integrity.
No hidden fees. No confusing contracts. Just a clear path to financial confidence — led by a fellow veteran who believes stewardship starts with honesty.
Pick Your Path
Same Planning, Your Choice.
Every client receives the same personalized planning experience. You simply choose how you prefer to pay.
Investors with $500K+ in managed assets
1.0% annually on managed assets
Comprehensive planning, portfolio management, and ongoing strategy calls
“Never Double-Charged” Promise (see below)
The “Never Double-Charged” Promise
At $500k managed → subscription cut in half
At $1M+ managed → subscription waived
What’s Part of Every Plan
Concise Financial Strategy + Continuous Planning
Values-Driven Planning (Faith, Stewardship, Legacy)
Maximizing Military & Veteran Benefits
Quarterly Sessions + Direct Access Support
Bitcoin & digital-asset coordination
Which Track Suits Me Best?
DIY saver with $250k + rental
Subscription ~$300-$600/moDual-career family with $750k + equity comp
AUM ≈ $600/moRetiree with $1.5M → AUM
$1,146/mo (subscription waived)
Schedule Your Strategic Command Briefing
Resonates instantly with military culture
Positions us as strategic advisors, not just service providers
Emphasizes taking control of financial destiny
Builds anticipation for a valuable, results-driven meeting
Distinguishes us from typical “Contact Us” calls to action
