Mortgage Protection, Final Expense, Retirement and Income Planning.

Speaking Engagements, Panelist, Instructor, Keynote

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.  

I'm Brett Gantt and I'm a member of the Town Council in beautiful Apex, NC. I'd like to learn what you like about Apex or things you'd like to see change. Click the Book Now button to set up a time to get together at Southern Peak Brewery for great beers and good conversation!

Do you have a podcast or some other type of show that you want to interview me for? Schedule me & then send instructions.

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 

By choosing this service we will send a link for our secure server. We most likely will send the link  before the time scheduled to you may begin the process of uploading your documents. No special equipment needed beyond a smartphone.  Once the documents are loaded we will get started with preparing your return. No need to tell us you uploaded documents the system takes care of that.

Offering affordable tax preparation and bookkeeping services. Over 50 years combined tax knowledge. Now offering no contact services. Either through electronic drop off, mailing documents, or curbside drop-off. Interviews via video call, phone, instant messaging or email. Many options available! New clients can expect to pay HALF of what they paid their tax professional last year $100 minimum. See www.numberwisetax.com for additional offers and information.

This service is for any client wishing to video conference.  Our offices prefer to use Zoom but we will gladly work on any platform that both parties can agree to use.  Zoom works best if we need to screen share your tax return. Typically, we would do that if you wished for us to explain the results with you. However you are always welcome to go over them yourself when you sign them. Our offices will send you a Zoom link for your meeting.  All meetings will be scheduled in CENTRAL time.

This service is for clients wishing to schedule curbside pick-up or drop-off services. A member of staff will be available to meet you in front offices to grab your paperwork, or return your paperwork to you.  If you are selecting this service and are hoping to pick up your completed return the same day, please make a pick-up appointment AT LEAST one hour later.  For those wishing to loosen the constraints of their time we do have a document collection area in the hall where documents can be dropped or picked up at you convenience Mon-Fri 7:45am to 5pm.