YOU DESERVE YOUR OWN FINANCIAL STRATEGY
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.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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Amanda Lucas
Office Manager
Andres Flores
Life and Annuity Certified Professional, LACP
Jamie DaCosta
Junior Accountant
Jasin Dovolani
Junior Accountant
John Gomes
Enrolled Agent & Financial Advisor
Thomas Plantamura
Financial Assistant