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We help Business Owners, Independent Women and Career Professionals.

We can assist you in reducing taxes, increasing income and creating a lasting legacy.

Business Owners

Business Owners

You’ve spent years building your successful business and you didn’t get there by not being open to new ideas.

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Independent Women

Independent Women

You are not alone! Independent women are focused on taking care of their families, supporting others when needed and having control over their financial future to make sure they are staying on track with their financial goals.
 

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Career Professionals

Career Professionals

Career Professionals are driven to succeed in their careers and support their families financially.

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We help create your financial road map.

We help create your financial road map.

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry. 

Meet Our Team

Katiulka  Norton

Katiulka Norton

Business Administrator

JR  Williams

JR Williams

Brand Manager

Jacob Champlin

Jacob Champlin

Office Manager

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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Women and Investing

Women face unique challenges when it comes to achieving financial freedom and solvency. This whitepaper explores the investing pitfalls women—and all investors—should avoid when taking control of their financial futures.

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