WHO WE ARE
Our mission goes beyond helping you manage your wealth. It is a philosophy that begins with monumental care for your needs and evolved strategies for your future.
We believe that true financial freedom isn’t just about managing your money and assets, it’s creating unique and efficient distribution and income maximization strategies that work for you. Our ultimate mission is to help you pave a clearer path to your financial goals so you’re set up for the present and ahead of the game for retirement.
Building wealth is like a mountain. As your income grows, you climb that mountain. But what happens when you retire? Our focus is to help you maximize your income now, so you can coast down the mountain with ease in the future.
In order to establish a strategy that gets you on top of your future, we focus on one thing: You.
As an Oklahoma State alumnus Grant is always proud to support the Oklahoma State community as well as many other local and national organizations and charities
Education is the first step to understanding your money, how to build upon it, and how to make it work for you.
In addition to personally educating our clients, we regularly conduct lectures and workshops to help make sure you know how to get the most out of your money. Join us today.
NEWS
Learn From Rupert Murdoch's Errors — Create a Succession Plan Today to Protect Your Company's Legacy
Tuesday, March 25, 2025 - Entrepreneur Magazine
Business owners can learn from the Murdoch family's disputes and power struggles and discover how effective succession planning could have prevented these issues. Read more...
How Golden Visas and Second Passports Are Transforming Wealth Strategies
Tuesday, March 18, 2025 - Entrepreneur Magazine
As financial strategies evolve, golden visas and second passports have emerged as essential tools for safeguarding wealth, optimizing tax exposure and ensuring personal freedom. Read more...
Don't Forget about State Taxes When Making Roth Conversions
Wednesday, March 19, 2025 - Forbes
Converting a traditional IRA account to a Roth IRA is an excellent proactive tax-planning strategy to reduce the tax drag on your retirement income. Read more...
An essential predictor of happiness is often overlooked, according to a global study
Thursday, March 20, 2025 - Fortune
This year's World Happiness Report highlights how trust and social connections, like sharing a meal or returning a lost wallet, boost wellbeing. Finland leads the way, with the U.S. at a 24-year low. They paid particular attention this year to another key happiness predictor: Benevolence. Read more...
5 Critical Steps You Need To Take After A Layoff
Monday, March 17, 2025 - Forbes
Job layoff? Bounce back fast! Learn 5 key steps to protect your finances, reset your mindset, and land your next (better) job. Read more...
