Your Journey

Do you want financial success 
using tools and strategies you understand?

You will learn strategies that give you peace of mind instead of hoping your rate of return investments will give you enough money to retire.

Financial  Planning is complex:    Eliminate the confusion


Eliminate or reduce taxes, and debt,  Planning includes inflation components so your financial life has more safety and security.  Ultimately you will have more to pass to future generations.  

Our Ideal Client

  • Joint income of $100,000 a year or more

  • Ages 50 - 70 years of age  (all ages will benefit)

  • You want to do better than hope things will work out in retirement

  • Confused about all the terms and rules in the financial world

  • Unsure if you have the right plan or you need a financial plan to implement

  • Concerned about higher taxes and debt

  • Desire to learn about the strategies usually reserved for the wealthy

  • Want to have someone who will guide you to your goals

  • Want to retire earlier and have more spendable money in retirement

Easy Four Step Process


1.  Brief 5-10 minute phone call to share your goals and concerns.

 (We decide together if we continue to next steps.)

2.  Fact Finding meeting and foundational teaching

3.  Implementation meeting teaching you the opportunities available and you choose your next steps.

4.  Ongoing 6 month and 12 month reviews with special meetings called anytime you want a second opinion or extra perspective. 

Meeting Modalities:

 - In office

 - Video conference

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Debt Elimination for life

You will learn how to permanently  eliminate debt.  

Most clients eliminate all their debt in 7 years including the home mortgage and you never have to refinance or get a consolidation loan.

It is permanent debt elimination because you build an emergency fund at the same time as you eliminate your debt never needing to borrow money from a bank again. 


Tax reduction for high net worth clients and estates

You learn the rules about how to manage taxes for optimal financial success.  Planning can result in a zero tax bracket in retirement for all income earners.


Maximize your retirement income with less risk

You learn how traditional Monte Carlo strategies are risky and expensive.  You learn how to insure your retirement income with diverse account types for peace of mind in retirement.

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A full financial design review is our most valued and effective client service

Will you have enough for retirement?

You design your own comprehensive financial design to reach your maximum financial potential.  

Our Fees:

Unlimited meetings with no cost to you.  We are here to serve you.

You will learn the hidden fees and costs in the financial world for your success.



To do a quick 12 minute Planswell Financial Review use this link:

Your private Planswell link

To set a 60 minute meeting with Robert use this calendar link:

Your Private link to TFD calendar


To do your Color Of Money Risk assessment use this link:

Your Private link to your Risk Assessment

Use your Generational vault username and password here:  

Your Generational Vault Link

Image by Brett Zeck
Open Workspace
Startup Room
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Clean Officespace
Clean Modern Desk
Casual Meeting
Stand Up Meeting
Young Businesswomen
Women Colleagues
Modern Office
Modern Design Workspace

Clear Lake, IA  50428