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Our Community

Kindred spirits create powerful stories.

Our clients are more than investors and professionals who want to roll over a lump sum from their retirement plans. These people are our friends and family, they are our loved ones and companions. These are people we hang out with, drink with, laugh and cry with… Live stories with.

Set a Meeting | Get a Plan | Live by Design

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Creative. Independent. Authentic.

The ideal ZeroCelsius® client is a unique and talented individual or family who thinks Creatively, Independently and Authentically (CIA) about their hopes and dreams for tomorrow and beyond. We call these people CIAs.

CIAs are artists, designers, writers, entrepreneurs, chefs, performers, and more. They are thinkers and doers.

We work with folks who pursue creative endeavors, and those who pursue endeavors creatively. Folks who want to retire by design, not by default. Individuals who want to succeed on purpose, with a purpose. They seek direction and possess the foresight to embrace their ZeroCelsius®, and they tend to be agents of change in their own lives and the lives of others.

There are people like us. They need us. And we need them.

People like us need us.

Let's get together now...

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The Lost Years Club

“If you don’t know where you’re going, chances are you’ll wind up somewhere else.” – A Wise Pooh Bear If

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Online Studio Sessions

Live web-based Studio Sessions designed to get you ‘there’. THE INVESTMENT CHALLENGE — Session Recording — Follow along as Ross

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Discover Your ZeroCelsius


Know Where You're Going