Our Mission

Mission Statement

Our mission is to help households make optimal financial planning decisions, working with or without a financial advisor.

I loved my experience, challenges and success in training financial advisors to provide clients with advice that enhanced their clients’ ability to achieve their goals. When clients experience the peace of mind that comes from knowing that they are making the very best financial decisions based on their unique profile and finances, it strengthens their financial wellness. Good financial decisions improve lives, and I would like every family in America to have that opportunity.

Ronald E. Newton, CFP®

Founder & CEO