Under the Radar Millionaires



We have worked with many clients who are are multi millionaires or very wealthy.

We've sat numerous times at the kitchen table meeting with clients in a small but nice home. The cars or trucks in the driveway are not flashy.

Plain spoken, ethical individuals who don't look for the limelight and who are under the radar. Some people make the mistake of underestimating them.

We don't make that mistake!

We welcome these investors as our clients. We're proud to have them as our valued clients. It is interesting that these clients are often wealthy but few people realize it!

Services Include

  • Investment portfolio management.
  • Preservation of the family's assets & purchasing power for future generations.
  • Estate tax review.
  • Income tax strategies.
  • Asset protection planning.
  • Planning for a gracious and comfortable retirement.


Farmers Adage: " Don't eat your seed corn". This is your reserve for the future.