Our company has been in business since 2002 as a company of service to a company of solutions offering wide array of tax and financial products and services. Our mission is to empower individuals, families, and organizations through financial education. We believe that with understanding, people will make better choices for their life.
The basis of our financial wellness seminars focus on real life fundamentals of the xcurve: create a balance of taking care of your responsibilities by building your wealth. We help people from every class in society: low, middle, to high income, make it a priority to building a proper financial foundation through implementation of a strategic plan tailored to their personal goals.
ServicesTax Preparation and Planning Business Consultation: Formation, Strategic Planning, Marketing Money Management through Retirement Services and Planning, Pensions, College Plans, FAFSA filings, College Prep Plan Debt Consolidation, Credit Restoration Life Insurance Solutions: from protection, money access, Long Term Care Certified Financial Education for workplace and organizations
Tammi is very reliable. She had help me at my time of needs. She is highly recommended. I hope this pose will serve as my repayment for her services and help.