Passive Income Skills was formed to educate and help people pass on their income from one generation to the next. That can be as simple as life insurance + a will / trust. But the greatest goal is to help impact-driven business owners delegate authority, the way Jesus modeled with His disciples, so that whether the owner (who is usually very hands on) lives or dies, their mission and impact lives on - as well as the income it creates for their families and employees so that nobody is left struggling if one person is suddenly called home.
As an Investment Adviser Representative, we have a Fiduciary Responsibility to act in our clients’ best interest when offering or recommending investment advisory products and services. We help clients grow and protect their retirement savings so they can retire with confidence! Giving them confidence about their future using our transparent, comprehensive approach to planning and our Retire Happy FrameworkTM. Customized and holistic strategies designed to meet your goals and risk tolerance. We analyze your situation to make personalized recommendations. Building long- and short-term strategies that help you realize your retirement success. Every successful retirement/financial plan starts with an excellent client relationship. Our mission and values include providing unmatched service and exceeding our client’s expectations. We believe in being transparent and educating clients as we go, not just throwing numbers and a plan at them. Part of the planning also includes what else goes into your retirement happiness and wellbeing, beyond the finances. A Full-Focus Financial Process: It all starts with The Retire Happy Framework™ where you will discover: The WHY – Your Goals and Purpose The HOW – Our Strategies and Service The YOU – A Prioritized, Personalized Plan Building Your Retirement Vision, from the Framework to the Full Picture. Designing your fiscal house to weather the elements. Whether your retirement is down the road, right at hand, or already happening, we’re here to help with personal guidance through a wide range of services and strategies.
Real estate has given me the opportunity to meet people from every walk of life, and one thing I've learned is that every situation is different. Because of that, I never believe in trying to fit everyone into the same solution. I work with homeowners across California and Ohio, and my goal is to simply help people navigate whatever season they're in. Sometimes that means we're the right buyer. Other times, it means we're not—and that's okay. I'd rather help someone make the best decision for their family than the best deal for me. Here are a few ways we may be able to help: 🏡 **If selling directly makes the most sense:** • We can buy your home **AS IS**—no repairs, cleaning, or updates needed. Single family, Multi Family, Land, (Mixed Commercial) • **No agent commissions** when we purchase directly. • We can often cover closing costs and other fees. • **You choose the closing timeline**—whether you need to move quickly or need more time, we'll work around your schedule. • We can help with relocation when needed. • We keep the process straightforward, with limited fees and as little stress as possible. 🏡 **If listing your home is the better path:** We'll connect you with the real estate professional on our team who best fits your goals and situation, so you have someone in your corner helping you get the most out of the traditional market. 🏡 **If neither of those options is the right fit:** We'll sit down and see if a creative financing solution could make sense for your situation. Sometimes there's a path forward that isn't immediately obvious. The way I approach this business comes from my faith. Jesus, the King of Kings, didn't come expecting to be served—He came to serve others. That's the example I want to follow. We do believe business can be done differently. With honesty. With patience. With compassion. And with a genuine willingness to put people before a transaction. Whether we end up buying your home, helping you sell it traditionally, finding a creative solution, or simply pointing you toward someone who can help, my hope is that you walk away knowing you were treated with respect and cared for. If you or someone you know is trying to figure out the next step with a property in California or Ohio, feel free to reach out. I'd be honored to serve you however I can.
Spirit of Service (SOS) protects the vulnerable with professional guardianship, and empowers families with fiduciary estate management, turning end-of-life burdens into Christian stewardship that supports each client’s charity of choice. We provide Estate Executor, Personal Representative, Trustee, POA, Medical Surrogate, and Professional Guardianship services for everyone in the state of Florida.