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About Us

Planning Futures

  • Ask us about: Debt elimination, credit reconstruction, building wealth on paper, home-ownership, facilitating workshops/classes/summits 


  • We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
  • Financial planning
  • Investment advice
  • Retirement planning
  • Education funding
  • Estate planning

Comprehensive Approach

  • We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Committed to Service

  • Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.

 

Financial Literacy is ...

  • Personal financial literacy is the ability to read, analyze, manage and write about the personal financial conditions that affect material well being. It includes the ability to discern financial choices, discuss money and financial issues without (or despite) discomfort, plan for the future, and respond competently to life events that affect everyday financial decisions, including events in the general economy.


Vitt, Lois A., Carol Anderson, Jamie Kent, Deanna M. Lyter, Jurg K. Siegenthaler, and Jeremy Ward. 2000. Personal Finance and the Rush to Competence: Financial financial education Education in the U.S.

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Your support and contributions will enable us to meet our goals for the end-user that will impact and improve their Financial & Social conditions. 

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