securities license and insurance license.  I have helped plan and settled an estate. As an entrepreneur and business owner, I have found unique opportunities for building and keeping wealth that many advisers overlook. I have been in the trenches with attorneys, accountants, insurance agents, stock brokers and financial planners.  My clients will say that my view of financial planning is radically different for helping individuals and working with advisers.  Unlike sales people pushing products designed as “financial planning”, I have maintained my independence to best help clients with solutions, while sharing options that work best. Financial planning is not about buying products.  It's an ongoing process to make wise choices about your money that helps you achieve your goals in life.

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OUR FIRM

We are a wealth coaching firm dedicated to helping clients create and maintain financial security and emotional peace of mind. We have researched unique and easy strategies for creating and protecting your income and assets.


97% of Americans are losing thousand of dollars they could be keeping. We want to share with you secrets the rich use to take longer vacations, have secure retirements, larger stock portfolios, and more than enough free time and money.


You will discover the truth the wealthy have known for generations, and how you can use these opportunities to enhance your own life and live your dreams.


How much money a person has now is NOT important. 

IT'S NOT HOW MUCH YOU EARN THAT'S IMPORTANT... IT'S HOW MUCH YOU KEEP!

Having wealth is a commitment to understanding, and a willingness to take action.


life insurance

Woodie Montgomery, RFC, CEC

After four decades in the financial industry I have a unique expertise in helping clients grow and protect their money.  I have had a