Real plans. Real results. No fluff. Just financial power moves.

Our Financial Philosophy

We don’t chase retirement we build financial freedom early.

Our firm delivers high-level financial planning, credit rebuilding, and strategic business structuring for professionals, investors, and ambitious individuals aiming to exit the rat race before 50. Whether you’re climbing out of debt, optimizing for wealth, or restructuring to protect your assets, we give you a plan not just platitudes.

Our Services

Credit Comeback Blueprint

Struggling with low scores or denied funding? We’ll build a 60-day comeback plan that combines dispute letters, credit builder tools, and future funding strategy.

Financial Foundation Setup

Need help setting up your Roth IRA, savings system, or budget plan? We’ll map out a 3-tier wealth system: everyday banking, long-term investing, and automated growth.

Trust & Legacy Planning

Wills. Trusts. Beneficiary setup. Whether you're building for your kids or protecting assets, we draft clean, strategic estate plans that move from generational stress to generational wealth.

Personal Wealth Coaching

One-on-one sessions tailored to your income, mindset, and goals. We build your strategy, review your documents, and coach you toward financial freedom legal muscle included.

The Early Exit Plan

Retire (or rewire) before 50. We recalculate your expenses, income potential, and investment paths then hand you a real roadmap for early financial freedom

Bonus

All-in-One Power Package Need legal, credit, business, and wealth strategy all in one place?

What We Deliver

Holistic Financial Strategy

A full 360-degree approach budgeting, investment planning, asset protection, and cash flow optimization.

Credit Power & Funding Access

Custom dispute letters, rebuild blueprints, and funding prep for personal and business credit.

Tax Efficiency + Smart Compliance

From W-2 to 1099 to full business ownership we help you legally minimize taxes and maximize what you keep.

Legacy Wealth Building

Trust based estate planning, smart insurance strategy, and generational asset setup. We build long plays, not temporary wins.

The 1% Wealth Blueprint

High-performance money moves, passive income prep, and financial independence planning. You don’t need millions just the right structure

Who We Work With

  • High-performing professionals with no time for fluff

  • Entrepreneurs and small business owners seeking clarity

  • Side hustlers becoming CEOs

  • Middle-aged clients tired of the traditional retirement lie

  • Anyone ready to build wealth with law and logic, not luck

  • "My credit jumped 94 points in 60 days. I wish I’d found him sooner." — Anthony S., Atlanta (Fiverr Review)

    — Anthony S., Atlanta (Fiverr Review)

  • "He broke down my LLC and business setup in a way that finally made sense. Total clarity."

    — Brielle J., Tampa (Fiverr Review)

  • "I came in confused about taxes. I left with a full playbook. This ain’t TurboTax coaching." — Devin K., LA (Fiverr Review)

    — Devin K., LA (Fiverr Review)

  • "The legacy wealth plan blew my mind. This isn’t just money advice, it’s generational gameplanning."

    — Natasha M., Brooklyn (Fiverr Review)

 FINANCIAL FAQ

  •  No — I’m a licensed attorney and accountant with 20+ years in credit strategy, tax law, and wealth consulting. My insights come from doing, not theorizing.


  • Yes I offer customized plans for beginners and intermediate investors, including dollar-cost averaging (DCA), ETF portfolios, and high-growth sector plays.

  • Absolutely I offer a 60-day comeback plan backed by letters, tracking tools, and strategic advice to reach 700+.


  •   Every day. I help startups, small businesses, and side hustlers structure legally, grow financially, and build lasting foundations.


  • Not at all. My clients are national. Sessions are remote. Plans are tailored for any U.S. state.


Not Sure Where to Start?

Choose your path below:

CONTACT FORM

Have a custom financial request or large project?
Submit a message using our contact form