About Us

Our team of professionals explain the "whys" behind the planning process, and helps people gain the clarity and confidence to pursue their long-term goals. "It's important for us to learn about a person's values, goals, dreams, and ambitions before we suggest any approach," said James Mitchell. "We can help identify potential roadblocks and uncover hidden opportunities."

Portland, OR

Kansas City, MO

Central California, CA

Los Angeles, CA

Northwest Office

500 SW 116th Ave.

4th Floor

Beaverton, OR 97225

Premier Network

1201 Landmark Avenue

Suite One

Liberty, MO 64068

Central California Office

3745 West Caldwell Avenue

Suite F

Visalia, CA 93277

Los Angeles Office

445 E 13th St

Azusa, CA


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