Jim Minton

Helping you plan and manage the second half of life.

"The question is not what age you want to retire, but at what income." - George Foreman

Most people go to school to learn how to make money.  They acquire all the skills needed to get a job, establish a career and climb the proverbial ladder of success.

Unfortunately, the one thing missing in their education is how to make their money work for them.  Our goal is to fill that void by giving people the information, knowledge and wisdom they need to make the most of the money they make.  We have the tools and resources you need to improve your financial future.

We hope you find our web site to be a blessing. Be sure to check out Our Firm, Our Gameplan and Qualifications in the upper right hand corner.


Financial Independence - 

Working because you want to, not because you have to. 




20 Years' Experience