Our Approach to Planning and Investing

We work with families, individuals, and businesses who share four key goals:

To grow and preserve wealth so they can retire on time and in comfort.
To mitigate risk and protect capital, particularly during periods of economic uncertainty.
To build a lasting legacy, to help protect their children and grandchildren from an uncertain future.
To align their investments with their values, prioritizing opportunities that resonate with their personal beliefs, and to the extent possible, supporting companies that put profits over politics.

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Our Approach to Planning & Investing

We work with families, individuals, and businesses who share four key goals:

Grow and preserve wealth so they can retire on time and in comfort.
Mitigate risk and protect capital, especially in uncertain markets.
Build a lasting legacy for future generations.
Align investments with their values and long-term vision.

The Effects of Geopolitics on the Financial Markets with Paul Hodges

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Stay Ahead—Protect Your Capital Today

In today’s uncertain times, safeguarding your capital is more critical than ever. With a potential market drop looming, the America First, Built-to-Last wealth management system is here to help you protect your assets and secure your financial future. Act now—your legacy and peace of mind depend on it.

Sign up now to receive your free copy of the America First, Built to Last (AFBTL) White Paper and take the first step in safeguarding your wealth.

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Who We Serve

Because one size fits no one. Every stage of life — and every industry — brings unique challenges.

Retired

Turn your retirement into a forward-looking strategy.

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Gen X

Balance family, career, and retirement with confidence.

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Millennials

Build wealth and flexibility for the life you’re creating.

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Automotive Employees

Take control of your pension, buyout, and 401(k).

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Real strategies for real life

How We Help

Wealth & Retirement Planning

Your life and goals don’t fit inside a template — and your retirement plan shouldn’t either. We stress-test your strategy for real-world “what-ifs,” build tax-efficient income streams, and help you stay ahead of market, policy, and inflation shifts.

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Tax, Estate & Family Strategy

Financial success isn’t just about returns — it’s about structure. We align tax planning, estate strategy, and family goals so your wealth supports the people and causes you care about most, now and for generations to come.

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401(k) Management

Your 401(k) is often your largest investment — but most are left on autopilot. We actively manage employer plans, reduce hidden costs, and coordinate your 401(k) with your broader financial picture so every dollar is working toward your goals.

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Markets shift. Policies change. The time to prepare is now.