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Helping To Design, Grow & Protect The Personal Economy Of Families From All Over The World.

We Provide A Variety Of Innovative Product Solutions That Deliver Protection And Room To Grow.

DESIGN

DESIGN

We listen to identify your dreams and goals. Then we gather, organize and analyze your financial information and make recommendations based upon your needs.

GROW

GROW

We define clear objectives and risk expectations, then monitor your investments and track the progress. We refine your investments along the way.

PROTECT

PROTECT

As your dedicated Financial Advisor, we monitor your investments and track the progress. We help protect your family from life’s unexpected challenges.

Recognized Experts In Financial Planning And Tactical Management Strategies 

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Advanced IRA strategies Estate Planning Business succession.

Our Process

Risk management Wealth transfer strategies Fixed income investing.

Our History

Asset/liability management Life/Disability/Long Term Care Insurance Social Security.

Joyce Kelley

Joyce Kelley

As an Investment Advisor Representative, Joyce services businesses and individuals in multiple states with investment solutions & insurance needs. Read More.

Carolyn McClinton

Carolyn McClinton

Carolyn uses her years of experience to help families, individuals and small businesses  navigate life's transitions and reach their financial goals. Read More.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Planning for a special-needs child can be complicated, confusing, and even overwhelming.
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Saving for College 101

Here’s a crash course on saving for college.
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