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All the knowledge in the world... Will appear as ignorance... without ACTION.

Our Mission

To create customers for life among clients who value our advice and with whom we have an integral relationship.

Education is key. We sponsor seminars and work with clients to understand the many aspect options used in creating a Financial, Personal Plan.

About our Company

Our business was founded with the goal of assisting clients in many aspects of their financial lives. We provide comprehensive and personal services geared to each persons particular tax and financial situation.

Services

We specialize in providing comprehensive financial services and products that will effectively meet your needs. We work with both individuals and small business clients. We have worked with many people to help them invest using Modern Portfolio Theory which academics have found to create a disciplined and mathematical approach rather than listening to the emotional swings of the market.

Credit Repair

Investments

Financial Planning

Insurance

Our Team

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Kay Stienessen

CPA Financial Advisor
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Matthew Neal

Tax Preparer and Administration

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Rose Ek

Operations Manager

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