"Faith, Health, and Education Equals Power and Power Equals Wealth"
Our Monthly Presentations illustrate various Financial, Tax, Estate and Long Term Care Strategies. We also show historical comparisons of Financial Planning from different social and economic backgrounds.
Our In-Person Appointments are the preferred way we conduct business with our proposed and existing clients. Our traditional approach to providing services is still the way we do business. Appointments are scheduled in advance and in our office so that you will know us and we will know you, while at the same time preserving your privacy and confidentiality.
Although this was a new norm of doing business in 2020, we feel that it will become an integral part of doing business forever. We will selectively conduct these types of meetings for the convenience of one-on-one Appointments, as well as participation in our Monthly Presentations. This will help us to adhere to CDC Guidlines now and in the future.
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