Discover What's Possible



1 Perimeter Park South, Suite 100S
Birmingham, AL 35243


(205) 776-6651


(205) 968-5294

Our Process

We all seek a financial life that produces long term wealth, security and income.  If this could be done while reducing risk, wealth erosion and financial costs, then all the better.  Getting organized around this powerful desire is more difficult than it may appear.  Life doesn't occur in a vacuum and our financial decisions shouldn't be made in one either. 

Every one of us makes financial decisions throughout our life at different times, with different people, all under different circumstances.  This typically leads to feeling confused, unorganized, and not sure if we've made the right decision for us or our family.  Every decision we make has an impact on other decisions in ways that are not always apparent.  Understanding the basics of how money works is critical to moving ahead with confidence. 

We must start then by evaluating the challenges that threaten our financial potential and how best to overcome them.  Without a complete view of how all of the elements of our financial choices work together, we may end up losing our wealth unnecessarily, taking on greater risk and falling short of reaching our full financial potential.

So how do we help you improve your results?

We start by looking at the relationship between every money decision, discover where we are today and envision where we may be headed in the future.  Our Rulebook, powered by an innovative personal financial model, creates the foundation for success.  The Leap Model® focuses on the five critical components of personal financials- Protection, Savings, Growth, Cash Flow and Debt.  This model offers an unbiased, simplified approach to visualizing the impact, positive or negative, of our money decisions.  This comprehensive tool highlights your entire financial situation so that it may be organized, analyzed and tracked for optimal performance.

The Leap Model Rulebook® especially comes to life when used inside the Leap Strategic Process.  Through this process we discover insights into where we are now and where we want to be.  We clearly identify what data to use and how previous decisions were made.  Through simulating how various financial strategies help improve money supply and benefits, you may achieve additional flexibility, wealth, retirement income, and asset protection while reducing overall financial costs and risk.  Once you make the decision to take action, we can help you implement your money decisons with consistency and simplicity.  These are the first steps towards ultimately achieving the full financial potential you deserve. 

The Leap Strategic Process in coordination with The Leap Model Rulebook® gives everyone a powerful toolset to help make smart choices at any time- no matter the market or other economic conditions.  These guidelines provide greater understanding of how money works, helping us to navigate our financial lives in a sane, sound and simple way.  Together, we figure out what makes the most sense, finding the right mix of powerful wealth-building and protection strategies. 

Through a combination of hands-on materials and innovative software, your financial professional can help you calculate every move and keep you connected every step of the way.  Through our carefully designed, collaborative process, your money becomes more productive and efficient.  The intended results are clear:  enhanced protection, proper savings, more efficient growth and the ultimate enjoyment of your wealth. 

LEAP®, Protection, Savings, and Growth (PS&G) Model®, The LEAP Strategic Process, The LEAP Model Rulebook® are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of The Penn Mutual Life Insurance Company (PML).  Trademarks belong to their respective owners.  It is important to note that the implementation of any strategies provided as a part of LEAP Systems, LLC are designed to aid one in reaching their financial goals, but no assurance can be made that these goals will in fact be reached.  Individual results may vary. 


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck