Welcome to Powerful Wealth Strategies.  We have designed this web site to share information and opportunities to help create and maintain wealth.  Getting and staying on track for a successful financial life requires great organization and proactive planning. 

If you are just beginning your profit plan or whether you have created a large estate, getting and staying organized is paramount to success for you and your family.  Here are a few ways we can help make your life more rewarding:

·      Protect Your Important Financial Information and Documents in our Secure Internet Vault.  Store all your important information offsite in our password protected Internet Vault.  Copies of all those important documents - wills, trusts, insurance contracts, deeds, investment statements, mortgage contracts, passports, marriage licenses, divorce decrees, business agreements, deeds and more can be stored with 24/7 access.  Do-it-yourself or we can do it for you.

·    Get Organized with Your Personal Wealth Guide.  Use this document to record all your important financial papers and documents in one place including wills, trusts, insurance, investments, bank accounts, mortgages, business agreements, and business entities.  

·   Learn How to Make Smart Choices with Your Money with Extreme and Mini Money Makeovers.  Find out the difference between a ?financial plan? as provided by ?financial planners?, stockbrokers and insurance agents (salespeople) and the Extreme Money Makeover that reveals solid, reliable, and wealth building solutions by our wealth advisors.  You can also get started with our Mini Money Makeover for selective reviews and solutions, i.e. Investment portfolio analysis, tax reviews, insurance design, estate planning.

·   Transition to Proactive Wealth Advisory & Coaching Services for creating and keeping wealth.  Once the Extreme Money Makeover is complete, we transition to our Wealth Advisory & Coaching Services.  These services combine to form a disciplined process ensuring proactive review of each of the areas a client needs to address in their financial lives at a minimum of once each year.  Certain areas, such as investments and tax planning, are reviewed much more frequently, while other areas, such as insurance, are often reviewed only once each year.

·     Get FREE expert advice from our Money Guides:  Here we have over 500 questions and answers of free and valuable information for all kinds of situations from buying a car, getting married or divorced, credit issues, banking, buying a home, selling a home, investments, and tax strategies for individuals, tax strategies for business owners.  Wills, death of a loved one, and so much more.

·    Use our FREE Financial Calculators to give you easy access for determining important financial decisions for your personal finances, retirement, college savings, car and other types of loans, home mortgages, and more.

·        FREE Tax Organizers are available for easy downloading to help you organize and submit the information we need to prepare your personal and business tax returns each year.  

·       Check out our EVENT Calendar for education seminars and special presentations that help you create and keep more of your money.