Office 205.948.3430


Success comes by teaching clients to become financially stable. Knowledgeable in all things financial; we look at the economy and test our model against the needs of businesses and individuals for volatility. We teach businesses well as individuals to pay yourself; by investing in your growth; build good financial portfolio; cover family and business with life insurance, and always monitor your accounts and your books. We will be with you every step of the way!

Background in Business Administration; with a concentration in management; over 30 years in the tax preparation industry; 14+ years in website/graphic designs, e-commerce and business formation. 4+ years in financial analysis with a concentration for restructuring for individual and businesses. Recently expanding business and individual services into life insurance, Medicare and Affordable Health Insurance for individuals and families. And a Personalized Administrative services thru a newly added division of Person ly; all while giving back to the community by donating to the Cancer Society regarding the studies and cures for Ovarian Cancer
SERVICES
We help protect individuals and families through the worst of times with life insurance and help with individual and family health insurance policies well as Medicare consultations; We offer analysis and monitoring of business and individual financial needs. Help build and establish a business with filing of appropriate papers with your state, complimented with graphics for letterhead and media promotions. Last but not least we prepare individual and business taxes; setting the foundation for a healthy financial life. And if you need a notarized affidavit; we have you covered there too; a one stop shop for all your financial needs.
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