Our Services
Estate Planning
Our professional team will assist clients in Estate planning for who will receive inheritance, division of property, designate raising of children, last will and testament, to include power of attorney
Investment
We will assist with planning and savings for the future you desire. Our investment professionals will provide guidance, education services for investment planning,
retirement, annuities, mutual funds and legacy planning
Life Insurance
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Resume Development
We provide clients with top-notch review, editing, and writing services, crafting professional, high-quality resumes customized to meet the specific needs of job seekers
Business Start Up
We assist our customers, which involves planning, making key decisions and completing legal activities. Writing of business plans, market research, business funding and business structure. This includes acquiring federal and state tax identification and applying for permits and business registration.
Personal Financial Service
Our team of knowledgable experts are aware of the complexities of personal finance as it relates to budgeting, savings, and personal finaicial planning. We will customize a step by step financial plan to help you become self-reliant and empowered to achieve your personal goals.
Mortgage
We will offer full-service mortgage with a comprehensive range of home financing and buying solutions. Our professionals will provide options for fixed and
adjustable-rate mortgage 10/30 yr. FHA, VA and Reverse mortgages. This includes the home purchase with follow-on Home Equity Loans. Through mortgage understanding clients can qualify to use the equity in their home for Home Improvement vice a standard bank loan.