Wealth Management

Wealth in Overdrive

April 3, 2024 by

We believe that everyone we encounter has a greater wealth potential than the current track they’re on to achieve.

We also believe Wall Street and financial institutions have fed people misinformation and flawed formulas which, along with eroding factors in the economy, have actually prevented them from achieving their optimum potential.

We exist to help our clients overcome those obstacles and make progress towards their full wealth building and retirement income potential, while preserving the financial integrity of their family.

Scott Jarred

June 25, 2023 by

I’m an affiliate representative of a broker-dealer, and … basically, I’m contractually obligated to be a salesperson for their products. It’s become unacceptable to me because a lot of their products are garbage, and I won’t recommend my clients put a nickel into them. I want to start my own wealth management firm, but the broker-dealer has me in golden handcuffs.

RJon Robins

June 5, 2023 by

About Rjon Robins

It’s 2006. I’ve developed a pretty good regional reputation helping entrepreneurs who have become trapped by their business, to get un-trapped and then scale – but my wife’s sudden illness has blindsided me.

I can’t function. I’m falling apart. All because inexplicably, immaturely, and quite stupidly I failed to follow my own (excellent) advice about building a business that works for you.

My wife is in severe pain and can’t get out of bed.

We’re broke and about to lose our home. The stress is unbearable.

Scott Danner

May 24, 2023 by

HI, I’M
Scott Danner.

Financial Advisor turned Life Advisor, Founder of Freedom Street Partners, and Creator of the L.I.F.E. Model.

But most importantly? I’m here simply because I CARE.

Connecting with people has always come easy to me. I’m curious. I want to know you. And, if I can, I want to help you, too.

It started with Freedom Street Partners, which has grown massively since its start in 2016 by helping advisors from firms across the country understand and achieve more freedom in their business.

And now, I’m taking my decades of experience navigating “balance” and “perfection” in my own High Performance Life,
and have put it into the revolutionary LIFE Model- a proven-process for helping other High Performers find deeper
meaning, satisfaction, and fulfillment in their lives, too.

Fintitan

May 17, 2023 by

In the Financial Services Industry, Impact comes from human and financial capital.That’s why we’re interested in assisting business owners and startups with the trusted support and solutions they need – at the exact stage they need it. We’re aligned with your business needs, and we care that they are exceeded.

John Souza

May 17, 2023 by

As an experienced CEO that has led the growth scaling of multiple companies over the last 30 years, John’s proven that mission-based success can be both possible and profitable.

The founder of multiple award-winning, mission-based businesses, John is a leader in creating innovative, disruptive solutions in the Education, Healthcare, and Finance Industries that create a real impact for the people who need it most.