Get the RIGHT advisors and financial service providers working together for YOUR benefit!

Improving your financial life is our business. We help our clients make more money and keep more of it.

We've been helping people improve their financial situations since 1993. We prevent our clients from paying too much in interest, bad debts, taxes, college costs, funding businesses incorrectly, and poorly structured real estate investments.

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Financial Board of Advisors

We've vetted accountants, investment advisors, attorneys, realtors, marketers, and mortgage advisors all over the country. You'll only work with advisors who put the client first in word and deed. We work together to improve your bottom line quickly.

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How We Help You

Unlock financial success faster with our Virtual Family Office! We streamline your finances, uniting all advisors and services under one roof so you reach your financial goals ahead of schedule!

Durell Patrick

Strategic tax, debt, cash flow and net worth consultant

Durell empowers individuals to conquer life's financial hurdles and accelerate their journey toward financial freedom. He guides clients in navigating and overcoming challenges related to:

  • Strategic Debt Advice: Develop smart strategies to leverage debt responsibly, implement the best funding strategies, eliminate bad debts, and avoid catastrophic mistakes.

  • Tax optimization: Minimize your tax burden and maximize your wealth.

  • Smart financial decisions: Avoid costly mistakes and make informed choices.

  • College funding strategies: Secure your child's future without sacrificing your financial security.

  • Unlocking hidden opportunities: Discover new pathways to success in business and real estate.

Durell doesn't just address the symptoms, he equips you with the knowledge and tools to build a brighter financial future.

Nat Green

Marketing Systems

Nat is passionate about helping business owners and entrepreneurs become more successful as he has been an entrepreneur from an early age.

He loves creating effective marketing systems that help his clients make more money with less effort. He knows that time is the most limited commodity and believes that with automated systems and artificial intelligence, we can all get back more time while making a larger impact.

In his free time, he enjoys riding bikes, boards, hiking and spending time with his girlfriend and their Great Dane.

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We are a group of consultants, advisors, strategists and marketers with one clear focus... to increase your cash flow, bank balance, and net worth.

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