Mortgage Protection, Final Expense, Retirement and Income Planning.

Buying life insurance is one of the most important financial decisions.  Life is full of surprises and no one knows what the future holds. Unfortunately, people die prematurely every year from illness or accident.  This could have devastating consequences for your loved ones-their ability to pay household expenses, debts and maintain their standard of living.  The least you can do, therefore, is to secure your family's financial future by buying a life insurance policy.   Life insurance is the first step to wealth Management 

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Free Consultation Service Your story is different, we'd like to help you tell it. Let us review your credit situation in detail. Your specialist will review the solutions that may be available to you based on the information you have provided. ***This service can be performed via phone, face to face or video chat***

SILVER CREDIT REPAIR SERVICES Here what you get: This service is a ONE-TIME flat rate. Includes 4 levels of notarized dispute letters,credit coaching/counseling to build positive credit history and up to 90 days of follow up. PLUS Full Notary Service. No Monthly Obligations ***The service is a ONE-TIME FLAT FEE of $299.99*** *Please allow 3-6 months to see for results*

GOLD PACKAGE - CREDIT REPAIR SERVICES Here what you get: This service is a ONE-TIME flat rate. Includes 4 levels of notarized dispute letters, credit coaching/counseling to build positive credit history and up to 90 days of follow up. Clearing Lexis Nexis report including Judgements, Bankruptcies, Foreclosures, Evictions and Public Records. PLUS Full Notary Service. No Monthly Obligations ***The service is a ONE-TIME FLAT FEE of $499.99*** *Please allow 3-6 months to see for results*

Lets review your account to identify any potential gaps in coverage and to make sure you are receiving all possible discounts.  

Term Life Insurance for a maximum of 35 years

- Can be renewed once time is up

- Cheaper than Whole Life Insurance

- More Death Benefits for less monthly premium

- Riders can be added and premium is subject to change.

Individual Retirement Accounts

- Roth IRAs 

- Traditional IRAs 

- 403(b)

- Annuities

If you had a 401(k) or another qualified retirement account with another bank or financial institution, we can help you rollover or transfer that balance with us.

College Accounts for individuals under the age of 18

- Custodial Account for a specific Student at a time

- Section 529s

- Coverdell

- UTMA

- UGMA

These can be transferred to other students if the current student does not need it or chooses not to use it for college.

Our Accounting & Bookkeeping Service is designed to provide comprehensive financial management solutions for businesses. With our expertise in accounting and bookkeeping, we ensure accurate record-keeping, timely financial reporting, and adherence to regulatory requirements. Our service is flexible, accommodating on-site, mobile, and virtual appointments to meet the unique needs of our clients. By entrusting your accounting and bookkeeping tasks to us, you can focus on growing your business knowing that your finances are in capable hands.