.png)
Exclusive Services
Our services are designed to meet you where you are and guide you where you want to go. Whether you’re unsure where to start or looking to preserve the wealth you’ve built, we’ll help you create a strategy that’s both smart and sustainable.
General Financial Planning
Not sure where to start? We begin by understanding your goals and creating a personalized, goal-based financial plan to organize your finances and bring clarity to your short- and long-term vision.
Annuities/ 401K Rollover
Have an old 401(k) from a previous employer or approaching retirement with uncertainty about your income options? We help you roll over existing retirement accounts into annuities designed to grow your wealth and provide guaranteed lifetime income ensuring your money works for you long after you stop working.
Life Insurance
Concerned about how your family will manage financially when you're gone? We provide life insurance strategies that safeguard your loved ones, protect your legacy, and support your long-term generational wealth goals.
Estate Planning Portfolio Implementation
Worried about what happens to your assets when you're no longer here? Through our trusted legal partners, we help you implement a comprehensive estate plan that protects your wealth, honors your wishes, and ensures a smooth, strategic transfer to future generations.
Retirement Planning
Uncertain about what retirement looks like for you? We work with you to create a strategic retirement plan that maximizes income, reduces tax burdens, and supports the lifestyle you envision.
Kids College Fund Planning
Want to give your children a debt-free start in life without sacrificing your own financial goals? We help you plan and fund their education using tax-advantaged strategies that balance affordability and long-term wealth building.
Wealth Management/ Preservation
Have you built a solid financial foundation and now want to ensure it lasts? We take a holistic approach to managing and preserving your wealth, so it grows with you, and adapts as your life and goals evolve.
Medicare
Whether you’ve just turned 65 or are already enrolled and looking to lower your costs, we’ll help you navigate your Medicare options and identify potential savings ensuring you get the right coverage at the best value."
Client Reviews
What Our Clients Say
Our clients share their success stories and experiences working with us, highlighting the meaningful impact our services have had on their financial growth.
Helen A.
"This whole process in general was very impactful because I was unaware of all the financial vehicles that were out there. It was good to be informed and know how I can benefit from all of these financially as time progresses"
Khadijat K.
“Since working with you, I’ve gained much better control over my finances. I now track my monthly spending closely, which has helped me clearly see where my money is going. As a result, I’ve been able to cut back on unnecessary purchases. Things I didn’t even realize were adding up before. This change has allowed me to be more intentional with my money, save more consistently, and start building better habits for the long term.”
Rashidat O.
“The most helpful part of this process was gaining a clear understanding of the different savings vehicles available and the pros and cons of each. Sheyi took her time, explained everything thoroughly, and made sure I truly understood. With that knowledge, I was able to make an informed decision about where to put my money for maximum growth and long-term benefit.”