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We believe the old adage that “If you knew better you would do better”. We believe that financial knowledge, ability and available services will allow more people to participate more fully in the wider economic community. We believe financial illiteracy is at the core of many social, political, ideological and economic battles which must be fought in order to better achieve "equality".

 

We are acting on our beliefs. We provide information, education and financial services to individuals, families, businesses and organizations that enhance their economic well being. We work to understand your issues and concerns. We probe to find the “what” and the “why” of your circumstances in order to determine “how” we may best serve you.

INFORMATION

This site is intended to provide general financial information for a basic awareness of the subject areas identified. Here, on this site you will be able to fill-in some of your financial information gaps and find new information on subjects you may not have been familiar with. We and our expert associates are quite familiar and knowledgeable in many highly specialized areas of finance. We want you to know, we’re here to help.

EDUCATION

In addition to this site we provide true best in class financial education from the National Financial Educators Council (NFEC). The NFEC trains and certifies financial instructors and coaches who then train individuals, community groups and organizations in financial literacy. The training is backed by FINRA who recognizes course completion as a designation for financial professionals. We are among the certified trainers prepared to teach and coach financial literacy in your community.

SERVICE

Finally, our financial relationships with Orion Portfolio Solutions (OPS) allows us to service clients in need of planning and investment services. We offer clear concise financial direction with a living digital financial plan whether it be business or personal.

 

We help to identify your needs and wants, develop options, clarify plans and with you direct and manage the implementation process. We will stay connected to assure that you stay on course. Got questions on Legacy Planning or Business transition preparation we can help there too.

 

Along the way we’ll have some fun. Send us a message below and we'll get back to you.