Firm Profile

Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

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Where Do You Stand?

We are dedicated to helping people just like you reach your financial goals. We cannot offer miracle cures or guarantees, but we can offer proven principles and concepts that will work for you.

Are you ready to become financially secure? If you are, we can show you how to reach your goal in a logical, systematic way. You will be amazed how even small changes can reap big results over time

Financial Plan Checklist

In Order to compute an accurate picture of your present and future financial position, please have the following information available for your Free Consultation


  • Gross monthly income for you and your spouse
  • If self-employed, your approximate


  • Monthly income tax withheld
  • Annual property taxes

Savings, Retirement and investments

  • Current Balances
  • Monthly Contributions

Insurance-Auto, Home, Life

  • Monthly premiums
  • Policies and/or recent statements

Debt Information

  • Current home value, mortgage balance, monthly payment and interest rate
  • Credit cards and car loan balances, monthly payment and interest rate

Ask the Right Questions...

You could improve your financial well-being dramatically just by making better decisions about the money you save, the insurance you buy and the debt you accumulate. You have to step back and ask yourself some important questions, like:

  • Do you have a plan to eliminate debt in your life?
  • Are you saving enough to provide for a secure and comfortable retirement?
  • How much do you need to save towards your children's education?
  • Do you have enough life insurance to meet your survivor's need?
  • Will your current financial situation enable you to cope with unexpected events?

...Get the Right Answers

We offer a Free Financial analysis to people who want to change there financial destiny. This analysis allows you to diagnose your financial condition and helps you calculate how to take control of every major area of your financial life

Goals & Objectives...

  • Presents your current financial situation, points out problem areas and recaps personal goals and strategies
Financial Position...

  • Summarizes your current spending habits and calculates your present net worth

  • Examines how much you need to save monthly to reach your retirement goal and recommends strategies to assist you
Debt Consolidation...

  • Combine all your debts into one low monthly payment and...
Debt Elimination...

  • Prioritize and accelerate your debts to save money on interest and become debt free as quickly as possible
Income Protection...

  • Helps you calculate how much insurance protection you and your spouse need to secure your family's financial future

  • Recommends step by step financial solutions customized to your needs and goals
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