Financial Solutions
IMPROVING YOUR NET WORTH
With over 17 years of financial sales and service experience, the mission is to educate others about finances and impact their financial lives.
A financial plan is designed to help you with all aspects of planning without ongoing investment management after the financial plan is completed.
Read MoreAdvisory service is offered to manage your assets in order to obtain ongoing, in-depth advice and life planning
Read MoreLife Insurance adds the convenience of being able to get a quote for term or whole life insurance through your advisor.
Read MoreThis virtual presentation summarizes the financial planning concept, and discusses the association of the terms net worth, financial planning and wealth.
Read MoreDo you have credit mistakes that are in need of repair? I did. This discussion will give 3 tips on how to fix your credit yourself and discuss how to maintain your score.
Read MoreDiscussion about setting retirement goals, identifying the different retirement accounts and their investment options.
Read MoreTexas Realtor Shavonne Martin and North Carolina Realtor Deanna Hamilton discuss their respective markets and give need to know tips of what first-time home buyers and investors should expect when buying or selling a home.
Read MoreNorth Carolina Estate Planning Attorney Toni Monroe-Jenkins discusses the ins and outs of transferring, preserving, and creating wealth.
Read MoreMy family and I relocated to North Carolina from Texas almost a year and a half ago, so for the past two years, my friends and I have attended Women’s Empowerment which is held in April annually at PNC Arena in Raleigh. This event brings women from all walks of life to hear their favorite […]
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