Public Seminars

Client Workshops

Meet Our Coaches

Our Firm

Smart Vestor Pro





Welcome to our Website where you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

Click on PUBLIC SEMINARS to register for one of our upcoming dinner events at the Bluebird in Logan or Ruby River Steakhouse in Ogden.

CLIENT WORKSHOPS will give you a list of our upcoming Investor Education and  Coaching workshops.

Our Financial Coach David Shapiro is a SmartVestor Pro, recommended by Dave Ramsey and the Ramsey Solutions organization.