What We Do
Financial Roadmaps to show us the way…
Our Mission
We believe that every client has the right to feel confident in their financial future. We work along side our clients to research, design, and map out plans to help each one meet and exceed their financial objectives. We understand that life is not a race and everyone is on a different leg of their unique journey, so we meet each client where they are and join them to ensure they make it to their personal financial paradise. Our team of financial professionals are committed and ready for the road ahead with our clients.
“The journey of a thousand miles begins with a single step.”
— LAO TZU
Services and plans we provide:
Individual Insurance: Life, Health, Dental, Vision, Telemedicine, Medicare, Disability Income
Long Term Planning: Traditional/Roth IRAs, Annuities, Long Term Care, Investments
Financial Literacy: Financial Roadmap, Budgeting, Retirement Planning, Custom Debt Reduction Plans, Credit Restoration
Estate Planning: Wills, Trusts, Power of Attorney
Business Insurance: Group Health Benefits, Workers Comp, General Liability, Business Interruption Insurance, Internet Business Insurance, Home Based Business Insurance, Product Liability Insurance, Business Property Insurance, Malpractice Insurance, Bonding
Business Services: Entity Development (Articles for LLCs and Corps, EIN, Operating Agreements), Business Funding, Capital Campaign Management, Business Credit