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FINANCIAL EDUCATOR / ADVOCATE
Welcomes you to our Web Site. Our goal is to provide the viewer with a basic understanding of some subjects we specialize in. We offer high quality insurance and financial products and services to the individual and business marketplace. It is our commitment and desire to establish trust and a long lasting relationship with our clients.
Our company
is composed of financial professionals who offer high quality insurance and financial products and services to the individual and business marketplace. We are proud to be an approved vendor for the Highlands County Schoolboard.
Our professionals
have extensive experience and knowledge in the products they offer as well as the expertise on how to use those products to provide maximum benefit and protection to the clients we serve. It is our commitment and desire to establish trust and a long lasting relationship with our clients. This commitment has served us well throughout the years. We take pride in knowing that our clients keep returning to us for advice.
We welcome you
to our Web Site. We tried to provide the viewer with a basic understanding of some products we specialize in. If you have a need for our service, you can call or complete one of the forms provided.
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Phone: (314) 488-3180
Learn More About Our Team Below!
Phone (314) 488-3180
Your Wealth Must Reside Somewhere!
Your wealth must reside somewhere! It must have a permanent place of residence. You must own, control, and have use your money, or you haven’t built any wealth, you just stashed some money away. About 90 % of Americans keep their wealth in either taxable, unavailable, and/or volatile residences that limit what you can do with their money. If what you thought was true about your money, wasn’t true about your money, when would you want to know? I first heard this question from Don Blanton, a fine southern gentleman with a distinct southern Georgia drawl, and I’ve been unable to “unhear” it, since.