Secure Your Future

Trust Our Difference

Secure Your Future

Trust Our Difference

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Business & Personal Financial Insights

Our Purpose

Together, we’ll prepare for life’s transitions to keep you on a sustainable path to financial security; and discover proven solutions vital to plan and invest right for your needs and wishes. Every strategy is customized with careful attention and evidence-based research to grow and protect your wealth. Our sole focus is to help you secure your future with safety.

Our Difference

We invest time to learn what’s important to you, use specialized expertise to design sensible strategies for your needs, and put the odds of financial success in your favor. Our job is to minimize your risk and ensure you have clarity, comfort, and confidence in your financial health.

YOur Advantages

How We Work

Our unique structure and true independence is superior to 85%-90% of industry practices; always working for your best interest, never subject to conflicted sales quotas, shareholder interests, and divided loyalties that dilute your wealth.

How We Think

Stewarding your wealth is our privilege and responsibility. We’ll simplify your planning, working in concert with your professional team. Our fees are discussed and disclosed clearly in writing; it’s only right you know how every dollar is allocated on your behalf.

How We Deliver

Your plan is crafted with care to fit your needs, entrusted to an owner skilled in helping business owners and individuals make key financial decisions. No boilerplate remedies; no 1-800 menus; all client inquiries returned within 24 hours.


With these fiduciary principles we pledge to earn your trust, help you prepare for the road ahead, and to preserve your lifestyle and legacy.

Issues we help you solve

Lifestyle & Security

Target maximum spending to live well; and safely secure your future with the right balance between income, growth, and capital preservation. Our holistic planning integrates tax-wise saving, investment, and withdrawal strategies.

Retirement Plans

Compliant, cost-effective plan designs for your needs. Owner-focused plans target tax benefits, key employee incentives, and succession planning. Employee-focused plans target education and retirement readiness.

Business Succession

We coordinate information with your professional team and identify gaps that could harm your lifestyle and legacy so you can focus on your business. Ensure your wealth is protected and you’re prepared to secure your future.

Our Services

Plan and Invest to Make Your Money Last Longer

No Hype, No Gimmicks, No Hidden Agenda

The Difference Matters


We help you plan and invest with confidence.

Jerry Matecun, MBA, CBA, AIF®
Jerry Matecun, MBA, CBA, AIF®

Founder, President

Jerry started his working life in a family business at age 13. His financial expertise spans over 25 years, serving business owners and individuals. 

Mary Boone
Mary Boone

Client Services

Mary has more than 10 years of Client Service and adminstrative experience in the financial services industry.


The Conflicted Sale

A referral from a trusted adviser like one’s CPA usually helps to take some risk out of the selection decision. However, just because a CPA works with numbers and is tax savvy doesn’t mean they are fully aware of the investment landscape nor motives that may work...

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“Compound Value is the 8th Wonder of the World,
He who understands it – Earns it;
He who doesn’t – Pays it.”