We Truly Listen. It sounds so easy but very few people practice it. You will have our undivided attention.
We Have No Personal Agenda. Simply put, you are the client and we're concerned with your best interests.
Create A Path For Success. We will process all the details into a thorough plan that is simple to implement.
Driven By Service. This is the best part of our business.
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.
A Mexican immigrant, Victor worked for a coffee shop in the U.S. for 7 years and then tried to start his own shop. Turned down by conventional lenders due to a lack of credit history, he obtained a $5,000 loan from the microfinance organization Kiva.org. Five years later, he now has three thriving shops.
Most of us start out thinking we can manage all of our financial decisions on our own. Then life starts to get complicated. It’s time to buy a house. You start having children who will need college educations. You decide to start your own business, or have aging parents to care for.
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