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How We Work

Our firm specializes in helping individuals, families, and small business owners to understand how the money system really works and to develop sound money principles to help achieve "Economic Independence." Economic Independence is when you are generating enough passive income (income generated from assets) to cover your living expenses. This frees up the individual to pursue their passions in life and to bless others. Please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of today and know among the biggest concerns for many is inflation, taxes, saving enough for retirement and outliving their money. We focus on sound money management, as well as other issues that are critical to your financial well being.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Family Banking System

Retirement Plans

Tax Savings Strategies

Business Plans

College Savings

Estate and Legacy Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  208.297.3531 (Idaho) or 805.484.2500 (California)