Design Your Financial Future

“We were not taught financial literacy in school. It takes a lot of work and time to change your thinking and to become financially literate” ~ Robert Kiyosaki

I started my career working with surgeons under Johnson & Johnson. As my income increased I was advised I needed to do something to protect against the eroding factors of money, like taxation.

I was introduced to a financial education firm here in Utah that walked clients through a process typically reserved for high-net-worth individuals. The process exposed the financial industry to be very self-serving. Financial professionals rarely communicated with other financial professionals. Some felt threatened to do so while others simply couldn't because of compliance.

The process was so mind-blowing I quit J&J and moved to Utah so I could become an advisor and help others learn what I had.

From there I went on to help a handful of companies raise $42 million and also got my MBA from Westminster.

While helping these companies built their businesses I was surprised to see, once again, the lack of communication between the various advisors that were supposedly being paid to help the businesses grow.

What happens is people start to make financial decisions with a singular focus. Not really taking into consideration how decisions today could impact other areas of their financial lives tomorrow or later on down the road.

My obligation to you and your family is to provide the systems and processes that have typically been reserved for the 1%. To help you grow your wealth and protect it as much as we can from future taxation.

I look forward to working with you, Mike Clark