Through our own education and our experience serving Brigham Young University, we’ve had the privilege of serving a wide range of people. At the core, we want to teach people in our community how to build a legacy of prosperity.

We’ve taught over 150,000 students at Brigham Young University, and we’ve seen how powerful a financial education can be in a person’s life as well as the impact it can have on their legacy. Our teaching philosophy has always been about using real-world examples coupled with engaging instructions to make the principles we teach come alive for students. Our financial philosophy has always been about taking a well-diversified and allocated approach to investing so as to minimize risk and maximize reward. Through our experience teaching and being thought leaders in our community as well as in the financial services industry, we’ve learned that anyone with the right tools, mindset, and advice can reach their financial goals.

Whether you know a little or a lot about finance, we can educate you and teach you how to think about money. It doesn’t matter where your financial journey is starting from – all that matters is that you’re starting down the path. The first step on the path is a proper personal finance education. We’re here to help you the rest of the way!

We’ll put our experience in the classroom to work for you and provide you with all the education you need to enhance your financial life.

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