What I do and Who I Serve
Tailored Investment and Retirement Planning, Streamlined and Accessible for Existing and Aspiring Middle-Class Millionaires
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INHERITENCE PLANS
Pass Your Wealth OnExpecting to receive or leave an inheritence? Let's talk with your loved ones, and professionals to help pass good wealth habits on through inheritence planning.
HIGH INCOME EARNERS
A high income generally reflects your education, talent, and grit. Congratulations. You probably are annoyed by taxes now. Welcome to the high earners table.
We act as a fiduciary
to our advisory and planning clients.
We inform clients that we are fairly compensated for our work. Our advisory services are transparent, and crafted to be in sync with your results. I will always communicate clearly with my clients about fees, and remind you of your net results - because what you keep matters.
I believe in transparency, so we'll always talk through the advantages and potential drawbacks of different options. When you trust us with your significant finances, know that we take that trust seriously. If I see you veering into risky territory, I'll let you know. Similarly, if it seems like you're playing it too safe, it is my job to bring that to your attention, too.
Have We Met?
Helpful Tools To Get To Know Each Other
Peter Mullin's book is published on Amazon
I believe money fuels your life.
Wealth is not all about money.
What is it that you really want to do?
Reimagine and redirect your wealth toward these worthy goals.











