Our Story

After over 20 years of running a successful small business in rural Missouri, we seemingly “woke up” to the realization we were not on the path to a comfortable retirement, a course of not knowing when we would be able to transition out of the business.

We truly did not have a plan to replace our transactional income – the exchanging of our hours for dollars.

Truthfully, we felt stuck.

Fast forward two years and our passive income from our investment endeavors has exceeded that of our practice income. The driving factor of this change was our mindset; we took control of our lives, our future and decided financial freedom doesn’t have just one path. We surrounded ourselves with like-minded individuals on the same journey and with the same aspirations. We sought out opportunities to learn more and partner with others in lucrative joint ventures. We understood our WHY and became intentional about taking action.

These days we are dedicated to our new passion: helping others achieve their success. It is far more rewarding, interesting and exciting than lounging around on a beach, and we’re enjoying every second of it. Our WHY is to help others find their path to the financial freedom we found.


We are devoted to helping and serving.


Our passion drives our will to succeed.


We readily give more than is necessary or expected.


We give others support, confidence, and hope for the future.


Our intentions are sincere, truthful and free of deceit.

Our Values


We’ve been very blessed to find a network of people and a path that has worked well for us. We believe if you have a solution to somebody else’s problem, you are obligated to share that solution. To whom much is given, much is required. We wish to share what we’ve learned with others. We want your money working for you rather than you working for your money.  


We only work with those who have a purpose, who know their WHY. If your only motivation is to just make a ton of money, you’re not going to be the right fit. Come to us with your WHY and it would be our pleasure to help you. We want to work with those who want to be educated, want to give back, are generous and have integrity.


We want to work with those who ask questions, seek information, want to be educated, want to give back, are generous and have integrity.
We firmly believe the most important thing is whom you work with, not what you are investing in.


Our core philosophy is “No more lazy money!” We make our money work for us, every day, month and year. We invest in real estate, joint ventures, short- and long-term loans, and so on. If your money is making anything less than 6%, you’ve got lazy money on your hands! We’ll help you fix this fast, so you don’t lose out on another cent.

“You can have everything in life you want, if you’ll just help enough other people get what they want.” – Zig Ziglar


Learn how much you need to comfortably retire and how to prepare for your future investment opportunities.

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