Our main goal is to help you find the money that you are losing unknowingly and unnecessarily and use that found money to help solidify your financial future.


You cannot possibly save every dollar you earn, but you can avoid or minimize some common wealth transfers. Our aim is to seal the leaks in your pipes and put you back in control of your money.


Access to capital is critical to success. Largely saving in vehicles that restrict access to your money can create unwanted financial pressure and limit the pursuit of future opportunities.

  1. What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last as long as you do?

  2. How much do you need to save on a monthly or annual basis to be able to retire and enjoy the same lifestyle you live now through your life expectancy?

  3. Doing what you’re doing now, how long will you have to work to become financially independent and enjoy all your nonworking years?

  4. If you don’t do anything differently than you’re doing today, what level of lifestyle downsizing will you need to embrace to have your money last as long as you do?

We can give you these ANSWERS in 15 minutes.

©MoneyTrax, Inc.