Once Upon a Goal
Global and International Funds
The Long Run: Women and Retirement
The Cost of Procrastination
We create financial strategies tailored to your goals.
Specialize working with High Networth individuals & Retirees. Love serving our Veterans, First Responders, School / Gov't Employees, Church, Small Businesses and anyone who provides a service to others. Being a retired veteran and a teacher ourselves, makes us proud by serving those who serve. Assisting small businesses to grow and save on taxes as well. We work with your Accountant & Lawyer for your best needs.
We are NOT a Bank, Major warehouse or Insurance company. We are an Independent Financial Services Firm. Your success is our success.
Our order of life is God, Family, Friends, Country and Financial Success. What are your gifts? Let's talk.
We work with clients throughout the USA and our Military serving overseas. (Call to see if we can assist you) See how we can help you pursue your goals and secure a multi-generational legacy.
We provide comprehensive wealth management, including strategic and tactical planning. Our clients appreciate the value we offer and our personalized attention, because our top priority is to serve our clients First, Last, and Always.
Evenings and Weekends by Appointment Only (Call)
Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.