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Our Services


Budget Coaching

The foundation of any financial plan is the budget. We will guide you in allocating your funds so that you can succeed in reaching your financial goals.



When you invest you purchase ownership in companies. This is a major long term wealth-building tool. It can be overwhelming deciding where to invest your money. We will show you proven strategies that will grow your confidence and empower you to build life-changing wealth and allow you to have a fulfilling retirement.

College Savings

Education is a very important part of the wealth-building puzzle. Paying for it is an increasingly difficult task. We will create a plan with you that will allow for you to get through school without a massive debt holding you back.


Collections & Bankruptcy

Unfortunately, collections and bankruptcy can be part of the financial experience. However, all is not lost. As long as you are breathing, there is hope for you to overcome this obstacle. We will walk with you on your journey to turning your financial life around.


Homebuying Strategies

Services : Services

Do you have a goal you’re trying to achieve but don’t know where to begin? Let Jeff and his team guide you. Take a look at the list of our services below, and contact us if you have any questions or special requests.

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