And I want you to Live.

And I want you to Live.

Above were a few clips from a talk I gave March 25th, 2017. You are your #1 Asset, and I want you to live.  Planning with us at Vault AIS gives you, yes you, the permission to truly live. To know, versus hope with your money.  There is tremendous economic value with...
Drum roll, Please…

Drum roll, Please…

This is the official launch of Vault AIS. Drum roll, please. I’ve envisioned this for the last several years and it’s now a reality. Full functioning virtual e-learning site. Welcome to Vault AIS Added sections are already being developed. Client login...
What is happening to Optic Financial?

What is happening to Optic Financial?

What is happening to Optic Financial?   We are re-branding to Vault AIS. I could not be more excited. It’s empowering for me to have created Vault AIS. Embodying the core foundation of your plan with us. Yes, at the core of your rock-solid financial plan is...