What We Can Do

We Work With

Sole proprietors, recent graduates, independent contractors, real estate professionals, home-based business people, home improvement companies, independent thinkers, single people, auto repair businesses, food lovers, artisans, creative spirits, innkeepers, growing families, entrepreneurs, food and beverage industry workers, people in their forties fifties and sixties, gig economy workers, travelers, seasonal employees, and unique small businesses are all welcome here to plan for the path ahead.

Diversification

We build passive global portfolios designed for where you are in your personal or business life cycle. Automating steady investments into diversified baskets across sectors and market caps to average and compound over time. Our account structures include affordable investment and retirement accounts and small business health and 401k plans. We consult on asset conservation through insurance planning for the longer term, and offer innovative solutions and practical advice to match your personal makeup, your current goals, and your future savings needs.