Some of Our Services

Educational Partnership Course Material

Learn the basics of credit
Cost studies, budget plan
Investing tools: 401k, Roth IRA, custodial accounts
The power of compounding interest
Understanding insurance
Understanding your career goals and plan

One on One Consultation

Personally work with you to assist your financial needs
Break down your budget, cut costs
Investment Assistance
Credit counseling
Near and Long-term financial budgeting, planning & goals

One on One Teenage Consultation

Going over the basic concept of currency
After High School Financial Planning
How to Create a Credit Card, Bank Account
Creating a 401k, investing in indices'
Understanding tax law