Financial & Consulting Services

Retirement Planning

Building a foundation for retirement planning begins with knowledge. Having insight can give you the power to visualize and achieve your financial goals and objectives. That’s where we come in. Whether you are just starting out and are accumulating savings or are well on your way and ready to begin distribution of your assets. We will work diligently to make sure you are always aware of your options. Our hands-on customer service approach will give you the reassurance that you are not in this alone.

Financial Consulting & Coaching

Whether you are an individual or business, it’s never too late to start budgeting or improving your money management skills. We work with every client on an individual basis to determine where you are currently positioned. We discover through a collaborative process what your financial goals and objectives are and then work closely with you to establish a plan that can achieve your desired outcomes. We coach you through the process to help increase your money management muscles. This process empowers individuals and business owners alike, building confidence and strength in areas where one may have felt inadequate.

Financial Seminars/Workshops

Workshops and Seminars for all ages and demographics are available and can be customized to the intended audience. We work with teens and young adults on understanding basics of financial money management and budgeting. In addition, members of individual organizations, businesses, schools, civic and church groups benefit from being equipped with knowledge on how to take control of their financial future. We encourage learning “moneywise” techniques that provide a lifetime of benefits.

College Funding

Planning for college can be an enjoyable time, however, figuring out how to fund it can seem like a daunting task. We can provide you with many resources for college funding, from numerous scholarship opportunities as well as income maximization strategies.