2026 Tax Law Changes
The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.
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With years of experience in financial services, our team of professionals has the knowledge and energy to assist you with your financial goals. We look forward to hearing from you!
Vision
Our Values of Faith, Family, Growth and Excellence guide our journey each day.
Jamal Threlkeld, CPFA
Wealth Management Advisor/ Financial Planner
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.