We are passionate about guiding people so that they can enjoy their lives without worrying about how they will get out of debt, build wealth, or leave a legacy for generations to come. By educating them about innovative strategies, some hiding in plain sight, we strive to welcome our clients to the Land of Possibilities!
Founder, Joel McGriff, started working in the financial industry during a unique time, in the early 1980s. Interest rates reached incredible highs and the stock market had just plodded through an extreme flat period. Upon taking a job with a large institution concentrating initially in life insurance planning, he learned a great deal from experienced advisors in the firm.
Through years of experience, Joel has learned that traditional financial planning simply does not work and has failed many who have invested hard earned money, only to lose out in the long term.
Why did Joel decide to abandon traditional methods that most financial advisors encourage? Ultimately, it’s because he no longer believes that the solutions and typical advice provided by large institutions are serving the best interests of clients.
Unfortunately, it’s all guesswork when it comes to advisors determining how much their investments might earn as well as future costs, taxes, and inflation.
If you’re tired of crossing your fingers and hoping that the stock market doesn’t crash, we may have the answers you’re looking for, starting with one simple question.
The answer is different for everyone. Joel says:
“When I asked myself this surprisingly powerful question, it transformed the way I looked at my family’s future. It also changed how I thought about helping my clients and their families to identify, design, and achieve what mattered most to them, both now and for generations to come.”