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“Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving Read more...
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Numbers Don’t Lie, CPA specializes in accounting and tax preparation services for a wide variety of clients. Our services include: Tax return filing and tax planning for individuals, partnerships, and corporations Bookkeeping and financial statement preparation Excise tax and quarterly payroll tax filing Annual participation in Continuing Professional Education courses offered by local chapters of national accounting and tax associations keeps Read more...
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Phīla Engaged Giving is a values-driven philanthropic advisory firm that works exclusively with donors— individuals, families, estates, foundations and businesses— interested in leaving a philanthropic legacy. Our goal is to help you understand the issues that move you, learn from experts on the ground who are doing the work, and make meaningful contributions to organizations that best align with your Read more...
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Penny Smart Girl is your partner in financial freedom. We help business owners & professionals manage their personal finances and business cash flow. Whether you’re a financial freshman or a money master, you’ll find an abundance of resources for improving your relationship with money! From financial calculators to informative blog posts, our goal is to put you in the driver’s seat to the sweet Read more...
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Faith-Based Financial Training: be inspired by the alignment with belief in our God-given power to get wealth and what they can do daily to activate and operate in that power as their normal course of action. learn how to take the next steps in their progression with money management, debt reduction, credit building, saving/investing and protection from loss. Read more...