The ultimate "how to" guide to achieve financial independence

No matter who you are, or what stage of your financial plan you are in, learn how to get better and more consistent results NOW.  Discover how to create a clear path to your financial goals today.

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Where are you in your financial journey?

1. Base Camp

Financial Foundation

A successful Financial Plan must be built on a solid foundation.  Learn the three fundamental pieces for success here.

Learn How

2. The Ascent

Growing Wealth

With the right foundation, building wealth is easy.  Learn how accelerate your results and take control of your financial plan now.

Learn How

3. The Summit

Nearing Retirement

The fundamental purpose of all savings is Cash Flow.  Learn how to position your assets now to prepare for a wealthier retirement tomorrow.

Learn How

4. The Descent

Maximize Income

Learn the simple strategy to have more peace of mind and maximum income throughout your long anticipated retirement years here.

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Your Financial Journey:
A Climb, Summit, and Descent


Building a financial plan can be a daunting task.  To conceptualize the necessary steps to building your plan it is helpful to think of your plan in terms of a mountain climb.  There are essentially two major phases of a mountain climb, the ascent and the descent.  You cannot have a successful overall journey unless you plan and prepare for both phases.  Similarly, in personal finance there is an ascent phase which is when you are focused on growing your wealth and then there is a descent phase where you a focused on converting assets to income.  See how to build your unique plan here »  

About Ryan D. Lee

Building wealth and maximizing retirement income can be controversial topics.  With so much misinformation out there I have dedicated my time to helping individuals develop a personalized plan that is in their control.  There is nobody, who will care more about the success of your financial plan than you.  With this in mind, my focus is to help you build a unique plan that will allow to approach your financial life with peace of mind and confidence.  .  Learn More »

Building Wealth Outside Wall St.

Building a financial plan using traditional Wall Street strategies like 401(k)’s and IRA’s has left most people wondering if they will ever be able to retire.  Don’t be the next person to fall for the hollow promises of Wall Street.  Learn how to build real wealth today with a strategy that you control.  Then learn the simple strategies to convert your wealth into a stream of income that will last as long as you do while also enabling you to pass on a financial legacy to future generations.

You deserve more from your financial plan.  Climb Higher, With the right strategy, Financial Independence is closer than you think.  Start here »

The Ultimate Guide to Financial Independence

Over the years I have come to discover that nearly everything taught in the traditional model of personal finance is misleading, dangerous, or outright wrong.  Asset Allocation, is one of the core principles necessary to achieve Financial Independence but they way it is taught is more about guarding you from loss than it is about accelerating the growth of true wealth.   To revolutionize the success of your financial plan and build real wealth and sustainable cash flow now you need a strategically designed plan, not a portfolio of mutual funds.   Find out how to focus your efforts and build your plan the right way here  here »