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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.

<p>The Financial Literacy Crisis</p>

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.
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<p>Should You Tap Retirement Savings to Fund College?</p>

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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<p>Understanding the SECURE Act</p>

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.
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