Proper Protection For You

A Financial Plan That Will Grow With You

Having the right financial plan gives you a peace of mind. We help individuals and businesses set achievable financial goals and develop a roadmap to achieve them.

Receive Recession Proof Financial Planning

Recapture and protect some of your money from market losses, such as 401K, 403B, IRA and more.

Learn How To Increase Your Cash Flow

Learn how to create multiple streams of income. Ask us about our career opportunities .

Learn How to Have A Tax-Free Retirement

We’ll teach you advanced tax strategies and how to properly planning for your retirement.

We Offer FREE Financial Literacy Classes & Workshops

Learn your financial independence number (FIN) and how to protect your loved ones.

about us

More than 30 years of experience

No family left behind is a part of our vision. Most people don’t plan to fail, they fail to plan. Working with a financial planner can offer several benefits for individuals and businesses looking to improve their financial health and achieve their financial goals.

CEO: Kendra Calhoun

Understand Living Benefits

Why You Should Have

Living Benefits

Life is full of surprises – good and bad. Life insurance with living benefits gives you and your family financial flexibility when your family needs the money the most. There are a few types of  life insurance that living benefits is available on.

For Your Protection

Life Insurance With Flexibility

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Retirement Planning
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Understanding Index Universal Life
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Index Universal Life for Kids

Our Additional

Services

401K | IRA ROLLOVER

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EXECUTIVE BONUS PLANS

LIFE INSURANCE | LTC

INDEXED UNIVERSAL LIFE

FIXED INDEX ANNUITIES

WILLS & LIVING TRUSTS

LEGACY PLANNING

MILLION DOLLAR BABY PLANS

Strength & Credibility

A few of Our Parnters

Be your own bank with

The POWER of Choice

We are focused on helping you plan for your financial future.

Give your child a head start!

From infant, teen, young adult to retirement

Million Dollar Baby Plan

What They Didn’t Teach You In School

Financial Education

From financial planning to tax strategies, you will learn about each aspect of your financial life to ensure that you have the best opportunity for financial success.

possitive feedback

client satisfaction

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Adrian McCarter
Engineer
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Adrian McCarter
Engineer
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Adrian McCarter
Engineer

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financial consultation

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Contact Us

We'd love to speak with you and answer your questions. We are here to help you build a financial plan to protect you and your loved ones.​ Complete the form and we will get back to you soon.

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We are here to help you build a financial plan to protect you and your loved ones.