Financial freedom for all.
Taking control of your financial future can feel overwhelming. And, if you're like many people, it's hard to even know where to start. When you consider that financial education isn't often taught in schools, it's no wonder so many of us enter adulthood knowing very little about the fundamentals of healthy money management.
If this sounds familiar, you're not alone!
Our goal is to empower you to make informed financial choices through education and then match you with the right financial solutions.
Our Services
Financial Needs Analysis (FNA)
If you're like many people, you're in the dark about your finances. You pay your bills each month and do your best to prepare for the future. But the truth is, there's only so much money to go around and preparing for the future can be overwhelming.
One of the most important building blocks in establishing a firm financial foundation is determining the difference between "wants" and "needs." Sounds simple, doesn't it? A "want" is something you don't require for basic survival and a "need" is something you must have to live. Yet, sometimes it can be hard to tell where a "want" begins and a "need" ends - especially where immediate family is concerned. Financial health is all about the choices you make over the long term.
Debt Solutions
If you’re like most people, you carry some kind of debt balance from month to month – credit cards, a mortgage, student loan, auto loan, etc. We understand how overwhelming debt can feel sometimes, but with the right game plan in place, and a little discipline, we can show you how you CAN pay it down.
Investments
While many financial professionals aren't interested in working with the middle class, We’re committed to helping Main Street families save and invest for their short-term and long-term goals.
Options:
Mutual Funds
College Education Savings Plans
Minor Gift and Trust Accounts
Managed Accounts
Annuities
Business Retirement Plans
Auto, Home, Renters, & Business Insurance
Get competitive rate quotes in 10 minutes or less. Shop among top-rated insurance providers to help you find great coverage for your money. There is no obligation to buy – just an opportunity to save money and get the coverage you deserve.
Life Insurance
Term life insurance provides coverage for a specific period of time, or "term" of years. If the insured person dies within the "term" of the policy and the policy is still in force (active), then the death benefit is paid out to the beneficiary.
This type of insurance typically allows clients to initially purchase more insurance coverage for less money (premium) than other kinds of life insurance. Primerica's "Buy Term and Invest the Difference" philosophy encourages clients to take this "difference" in premium and invest it for the future.
Identity Theft
Identity theft has been one of the top consumer complaints filed with the FTC for nearly two decades.
Victims are spending an exorbitant amount of time and money dealing with it. The criminals are getting smarter. And they're not going away.
Monitoring your personal information and financial accounts
Providing counseling and emergency assistance, if needed
Restoring your identity should an identity theft event occur