Print Page   |   Contact Us   |   Sign In   |   Register
Why we are doing this
Share |

The financial services industry largely serves the wealthy. Our passion is in helping people like you— who happen to be people like us!

We pioneered this business model to create value for you. Rather than sell products, we help you build wealth by:

  • improving credit
  • fighting inflation
  • reducing fees
  • minimizing taxes
  • developing appropriate saving and investing strategies
  • implementing a risk protection plan

Warren Buffet agrees that much of financial services industry serves itself rather than creating value for clients. Click here to read his 2005 letter to shareholders on this topic (see page 17). eliminates the conflicts of interest that prevent advisors from doing the right thing for their clients. Our supportive online community will encourage your healthy financial habits. The habits that lead to a secure future.

By working with us you keep your money working for you.





This YouTube video was filmed as part of the 2011 Rockville REDI business plan contest.



Why you will succeed>


Sign In


My Plan

Join a Group





Where should I save?

 Where should I invest?