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Our Story

Our Story

One was a navy counselor, the other was a CPA with experience in the world's top accounting firms. Together, their journey creates our story. A story that is rooted upon helping our clients, their families and our communities.

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Financial Q Talk Show

Financial Q Talk Show

A Talk Show that discusses - Personal Finance, Investments, Money Management and other Financial Topics. Be financially informed! Be financially empowered! 

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What's New?

What's New?

Check out our past activities, get updated with our current events and be on the look out for our announcements.

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Helping Our Communities Pursue Their Financial Goals

<strong>One Person</strong>

One Person

<strong>One Family</strong>

One Family

<strong>One Business At A Time</strong>

One Business At A Time

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