YOUR NET WORTHWHILE STARTS HERE GROW THE IMPACT ON YOUR MONEY, TIME, RELATIONSHIPS, COMMUNITY, AND LIFE PROTECT THE CAPITAL YOU PUT IN, YOUR FAMILY LIFESTYLE, PROPERTY AND YOURSELF, GIVE TO FEEL AN IMPACT THAT FUELS YOUR LIFE'S PURPOSE LIVE YOUR LIFE TO THE FULLEST, WITHOUT FEAR, HESISTATION, WORRIES OR REGRET FRIEND FAMILY FAITH FITNESS FREEDOM FUN FINANCES

Tax assessment, tax consultation, tax preparation, and business risk management services; family business organization consulting

Financial analysis and planning; financial asset management; debt management services; financial risk management; insurance brokerage in the fields of long-term care insurance, disability insurance, property and casualty insurance, and life insurance; estate, trust and wealth distribution planning; financial consulting, namely, consulting regarding philanthropic monetary and asset donations; and mortgage brokerage