Personal Finance for the Entrepreneurially-Minded

Wealth is Accessible to Anyone. Take Control of Your Destiny!

Personal Finance for the Entrepreneurially-Minded

Wealth is Accessible to Anyone. Take Control of Your Destiny!


Without giving up quick access to capital.  Find out how in this free 20-minute guide!

Escaping Average to Pursue Wealth

If you want extraordinary results and to really pursue wealth, the average investments or opportunities presented by your bank or financial advisor aren’t going to get the job done.

The financial industry serves average people and gets average results. To be extraordinary you need the knowledge to play an active role in your wealth creation using a different paradigm.

The Typical Model of Wealth Creation is Broken

We’re conditioned to save for our future and not live our lives now.

Many times, this approach to wealth creation doesn’t lead to true wealth and sells short the possibility of what could be.

You can create wealth today and a stable tomorrow.  It comes down to understanding how to best make that happen and defining success on your own terms.


Finance and wealth creation shouldn’t be in the hands of anyone else but the individual. We see it as our mission to help people understand how to achieve wealth and provide the education for them to learn the ropes.


A lack of knowledge and confidence in wealth creation holds people back from taking control and really being able to achieve the wealth they seek.


We want as many people as we can touch to be empowered to a life of greatness, through the paradigm and context to believe in themselves, and the financial competence to make decisions with confidence.

You're the Best Financial Advisor You'll Ever Have

If you’ve ever thought, I don’t understand my investments or that you’ll just hand things over to an advisor, it’s time to rethink your plan.

Learning how to manage your wealth and create more of it is easier than you think.

Latest Blog Posts

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Why You Want Insurance Part 1: Insurance Transfers Risk – TMA 023

Throughout civilization, people have created tools to transfer risk, protecting themselves from negative circumstances.  This is the core function of insurance: to transfer risk.  It’s what makes insurance not only something you want but something to love.  However, many people have a misguided and negative view of insurance, being inadequately insured or uninsured altogether. …
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The Family Office Model - Investing Like the Wealthy with Richard C. Wilson

The Family Office Model: Investing Like the Wealthy, with Richard C. Wilson – TMA 022

There’s a divergence between the investing strategies of the status quo and those of the ultra-successful.  The ultra-wealthy leverage a family office model so they can focus their efforts on what they do best.  Viewing wealth as a team sport allows you to stay focused and do what you love.  Most people use common…
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Saving vs. Investing What is Investing Part 2 Best Investments

Saving vs. Investing: What Is Investing? Part 2 – How to Find Your Best Investments – TMA 021

In a sea of investment choices, it can be overwhelming to determine which are the best investments for you. But don’t let overwhelm keep you in the dark, procrastinating, making mediocre decisions, losing money, and perpetually frustrated. The first step to confident investing is having a clear picture of exactly what you want and WHY. …
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Cash Flow Specialist
e3 Wealth
Wealth Strategist
Marshall's Insurance and Financial Services, Inc.