Helping You Build a Better Financial Future
If I can help one or more person each day; then my living will not be in vain.
Paul Stampp
Founder/CEO
Setting Clients Up For Financial Independence
I believe that people succeed in life because of proper planning and making good solid financial decisions. I want to help build my business clients/family in order to help them through the important transitions in life.
I build long-term long relationships with my clients and their families that are built on trust.
Our Approach
Educate & Inform
My biggest satisfaction comes from seeing the “Aha!” moment on client faces when I walk them through a financial concept or strategy. I believe each of you can be empowered to make sound financial decisions. Check out the Retirement Planning Videos to learn more.
Core Money Principles
These financial principles by Merle Gilley, author of My Family Financial Miracle, are being adopted in my approach to my own personal finances.
Don’t Lose Money
- You have a limited amount of cash that will flow through your hands during the course of your life.
- As a limited resource, and any time you have a limited resource you simply can’t afford to lose any of it.
- Protecting this valuable resource is number one on the list.
- Any financial loss can take years to get back to even and no guarantee that you can fully recover.
Cash Flow Is King
- Opportunities are available for people who can put their hands on cash and take advantage of situations.
- Keeping your money accessible and still growing is critical.
- Cash flow is income through liquidity, use and control.
- When you are in control of your cash flow, it opens the door to a host of opportunities.
Compounding is Key
- Consistent growth and annual compounding will outperform erratic and unpredictable speculative risk.
- Keep your money working for you at all times.
- Save and earn interest rather than spend and pay interest.
Taxes Matter
- Taxes are the largest single expense you will ever incur
- You can’t avoid taxes but you can minimize them.
- It is essential to your financial health to effectively manage your tax risk
Shield Your Money
- Control where, when, and how you want to use it
- Make sure your money is
- protected from loss
- enjoys steady and consistent growth
- accessible to you when you need it.