Financial Services

Our team is dedicated to helping families, individuals and small business owners THRIVE with their finances instead of trying to survive. We know the challenges you face, we care about guiding you towards success, and we deliver the solutions you need. We strive to fulfill our mission statement – help people earn more income, become properly protected, debt free and financially independent.
We bring Wall Street to Main Street and teach people how money works so they can make informed decisions about how to manage their finances. We do this by providing a confidential, complimentary Financial Needs Analysis to give clients a snapshot of their current financial situation and then guide them to achieve their goals. We have all the resources our clients need to build the foundation for their financial future – insurance, investments, legal protection, retirement planning, college planning and more.

 
Services Provided:

• Budgeting

• Debt Elimination Program

• Legal Protection – Will,Living Will, durable Power of Attorney

• Life/Auto/Home/ Insurance

• Commercial Insurance

• Investment Planning & Management – Retirement/College/Savings

• Financial Workshops

• Retirement Plan Solutions

• ID Theft Protection and Mortgages

• Purchase Loans

• Refinance/ Debt Consolidation