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2019
Financial Services
Investments
Est.
"To promote financial literacy and prosperity through education, planning resources, and exposure to diverse investment avenues."
Our mission statement:
We specialize in delivering efficient strategies and solutions across key areas including Investments, Retirement Income, Insurance, Taxes, and Estates. With our holistic approach, we aim to ensure your financial well-being and secure a legacy that lasts for generations to come.
Services Offered
What's new:
Our 10 Financial Commandments
#1 Thou shall establish an expense budget
#2 Thou shall not increase expense budget unless income has increased
#3 Thou shall maintain an emergency savings account
#4 Thou shall pay off all "bad" debt by end of each month
#5 Thou shall check and monitor your credit periodically
#6 Thou shall maintain adequate insurance coverage
#7 Thou shall honor today's dollar more than tomorrow's
#8 Thou shall stay in compliance with "Uncle Sam"
#9 Thou shall never expect a debt to be repaid without a signed contract
#10 Thou shall appropriately manage risks on all investments or trades
"People are more likely to consume, and less likely to invest"
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