Make smart financial choices to protect your family, your estate, and your financial legacy.


Imagine what it would be like if you could make a far bigger impact with your wealth

Mindful Money Management makes that happen when you spend, invest, and donate to create a better world

Program Offering

Learn how to create a better world by the way you spend, invest and donate.
Create an estate plan that supports generations to come.
Protect your protégé and leave a legacy of peace, love and shared values.
Retire Abundantly Book

Retire Abundantly

Special Edition

The proven principles to create a more worry free retirement with less stress!
By Scott Keffer with Lynn L Whetham

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