Philosophy: Our company is based on the belief that our clients needs are of the utmost importance. Our entire team is committed to meeting those needs. As a result, a high percentage of our business is from repeat customers and referrals.
We would welcome the opportunity to earn your trust and deliver you the best service in the industry.
Meet the Founder:
-Certified Life Coach
-Accredited Financial Counselor
-Certified Addictions Professional
-BS Organizational Management
-MS Counseling Psychology
-MBA Financial Planning Candidate
-Florida Life,Health,VA,and P&C Ins. Lic.
-Florida Dept. of Health- Licensed Mental -Health Counselor
-FINRA Series 6,7,26 Lic.
-Member of Local
-Member of Society of Consulting Psychology
-Member of Financial Therapy Association
-Member of American Psychological Association
-Member of Financial Planning Assoc.
-Business Owner since 1987