Joel Montiel

We see a day where all American families can sit on their dinner table to discuss financial literacy and concepts – to feel peace with finance. We see a day where all American families aren’t worrying about their retirement plans, how to pay bills, or even how to take care of the next generation. We see a day where all American families have direct access to financial strategies, knowledge, and tools that the top 1% has access to. We see a day where all American families have income-producing assets that can fund their lifestyle, dreams, and visions to change the world. We see days where American families are using strategies to break out of the status-quo, to create wealth, and ultimately experience the freedom to choose. We believe that true capitalism requires an organization to put the interest and the benefit of the clients first. While methodology and tactics may change, we will service our clients and customers to fit their needs to ultimately have financial peace of mind. When we have accomplished this, we believe that profits and resources will come naturally as a byproduct of protecting our clients, customers, our employees, and team members.