Wealth Planners for People Who are Serious About Their Money
We help people who are serious about their money be smart with it. By working with our wealth planners, you will:
- Transform your financial “junk drawer” into a coordinated, harmonious system.
- Build wealth systematically and automatically.
- Accelerate your wealth with multi-dimensional assets.
- Maximize your financial potential and enjoy the most spendable wealth during your lifetime.
FREE Book Reveals the Rockefeller Method
for Building Wealth
How Our Wealth Planners Make Your Life Better
When you work with our team of wealth planners, you’ll experience these benefits:
Implement a proven wealth-building system used by wealthy families like the Rockefellers, rather than relying on risky market performance.
Achieve dramatically higher savings rates through our proven reservoir account strategy that makes wealth-building automatic.
Break free from the traditional 4% withdrawal rule by implementing strategies that let you spend more in retirement.
Direct your money’s flow to build wealth more efficiently using our Velocity of Money approach.
Protect your wealth against taxes, market volatility, and inflation using time-tested strategies.
Establish proper protection and legacy planning to ensure your family’s financial security.
Access sophisticated verification tools to confirm every strategy is truly in your best interest.
Get ongoing education about how money really works, not just product-focused sales pitches.
Our Wealth Planners Use Sophisticated Methods and Tools to Build Your Wealth
Our wealth planners are guided in their recommendations by sophisticated methods and tools. These include:
The LEAP Method
Our wealth planners use the Lifetime Economic Acceleration Process to architect your wealth. Our software examines twenty-seven distinct areas of your financial life, displaying them on a single page. This unique perspective reveals inefficiencies and opportunities that traditional planning often misses. LEAP ensures your money works in multiple ways while maintaining protection.
The Rockefeller Method
We are one the few wealth planners authorized to implement the Rockefeller Method. We help you build wealth that spans generations using the same strategies that have preserved the Rockefeller family fortune for over a century. This comprehensive system combines strategic trust structures, sophisticated insurance planning, and family governance to create lasting financial legacies.
Cash Flow Management
Who Our Wealth Planners Serve
Our wealth planners work with anyone who is serious about their money, including:
Business owners seeking to coordinate business and personal finances while maximizing tax efficiency.
High-income professionals who want to transform their income into lasting wealth.
Medical device representatives looking to optimize their unique compensation structures.
Firefighters and public safety officers wanting to maximize their pension and benefits.
Dedicated professionals committed to understanding how money really works.
People ready to transform their financial “junk drawer” into a coordinated strategy.
Individuals seeking to break free from traditional financial planning limitations.
Our Story
Our firm was started by John Baker. He grew up immersed in sophisticated financial strategies through his father’s pioneering work in estate planning. After spending 11 years in heavy equipment sales, John returned to financial services with fresh perspective and pure macroeconomic training. His father, with a partner, developed the software for the revolutionary Lifetime Economic Acceleration Process (LEAP). This meant John entered the industry with a comprehensive understanding of how money really works. We continue investing heavily in education and collaboration with industry thought leaders to bring innovative wealth-building strategies to our clients.
Specialized Financial Planning for California Firefighters
We provide strategic financial planning for California firefighters specifically. Our primary focus is to help you maximize your pension benefits. We also help you create accessible wealth during your career, and implement tax-efficient strategies that protect your financial future.
Californa firefighters are among the highest-paid first responders in the nation. While your pension system provides exceptional benefits, traditional financial advice often fails to optimize your unique situation. Without proper planning, you could lose $500,000 to $750,000 in additional spendable wealth during retirement.
Schedule a Discovery Call with our wealth planners to learn how to avoid this.