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3 long horn cattle with Psalms  50:10 from the Bible He owns the cattle on a thousand hills.

Services

Financial Planning

We specialize in all aspects of personal finance. Such as financial consulting,  planning, debt restructuring, & risk assessments. 

 

We work hard to develop personalized plans to get from where you are today, to where you want to be! Financial planning should never be “one size fits all.” Everyone has different hurdles with their finances to overcome and we are here to help you work through those hurdles. We offer similar concepts that you see with Dave Ramsey and Suzie Orman, but we believe everyone needs their own road map. Sometimes it takes money to make money, each client is different and that is why the personalization approach is so important to us! Having a financial plan is just as important as using your GPS to go somewhere you have never been before! Let us help you create a map and take your finances to a mountaintop you’ve never been to before!

Let us help you today! 

Investments 

We are a financial brokerage that doesn’t limit our clients to just one or two providers to work with. We work with all different vendors & offer investments like Roth IRA’s, 401k’s, your kids college fund and more. We work with Lincoln Financial, American Century Investments, & Fidelity just to name a few!  Let us help you today!

Insurance

Insurance is an important investment tool! It allows you to live fearlessly. Fear not that when tragedy strikes, you are already protected. We all pay for insurance with the hope that we never need it, but in case that you do our job is to make sure that YOU are taken care of just like you were family! Home and auto can always help you overcome when accidents and unexpected events happen. We do our best to get you the cheapest rates with the best protection, we do this by being able to shop around with about 30-40 different carriers! 

 

Life insurance is like the elephant in the room, let us help you set your family up for not only financial protection for your lack of income IF something were to strike unexpectedly but also make sure you are covered with enough to create generational wealth for those you leave behind. It’s the last and final gift you can leave your loved ones! So don’t you want to make sure you go out big!?

Let us help you today!

Mortgages 

We have recently partnered with Quicken Loans & Rocket Mortgages to do mortgages as well. Our goal is to be a one stop shop for all your needs!

Let us help you today!

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