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Our Services

financial consultation

Our free financial consultation is a detailed overview of your personal finances on paper. Our consultations encompasses budgeting, goal setting and the execution of concepts and strategies for achieving your short and long-term financial objectives.

investment planning

Secure your financial future with our tailored investing and retirement planning services. We'll help you set realistic retirement goals. choose the right savings vehicles and create a roadmap for a comfortable retirement.

insurance solutions

Protect your family, assets and business with our customizable insurance solutions.

Services include:

Asset Protection, Life Insurance, Home/Renters Insurance & Auto Insurance.

senior healthcare services

Our Medicaid and Medicare services encompass a wide range of treatments and support. Our dedicated team upholds a commitment for accessibility and affordability for treatments and support for Seniors.

About Us

Our firm aims to empower individuals and businesses to achieve their financial goals with confidence and independence. We are a full service financial firm that is made up of people who are from cultures that suffer from a lack of knowledge. We've learned principles about life and money management that we teach to our communities in ways that helps them understand and connect with our concepts. This ultimately changes our lives, bringing us closer to our God-given gifts and purposes.