Services & Experience
We add value to your Financial Status.
-Financial Planning
-Small Business Consulting
-Mortgage Lending NMLS 2547497
-Student Loan/Credit Repair Referral
-Investment Options (including College Savings Plans)
-Retirement & IRA
-Life Insurance
- Senior Healthcare Insurance
- Small Business/Commercial Insurance
- Certified IRS Approved Tax Professional
-General Notary
- Notary Loan Signing Agent
⚜ Travel Planning (Partnership with Dream Vacations & Travel)
-International
-Business
-Package Deals
-Girlfriend Trips
-Staycations
-Epic
-Revenue Cycle Management
-System/Device Configuration
-Website Maintenance & Updates
Leaders in all lines of business offered with training, education, license and certifications for all areas of business offered
- Insurance Licensed in the States of Texas, Louisiana, and Georgia w/Referral services to All States, including the Province of Canada
-Financial Coach
- Licensed Mortgage Loan Officer, All States within the US
-Fixed Annuities Licensed
- Investment Broker, SIE, Series 63, Series 6
- Certified IRS Approved Tax Professional
-State of Texas Commissioned
⚜ Travel Planning (Partnership with Dream Vacations & Travel)
-Certified Travel Agents
-Certified Hospitality and Tourism Management
-Certified Cruise Representatives w/Disney & Carnival
-Various Epic Resolute Certifications
-Revenue Cycle Management w/HFMA Certified Revenue Cycle & Patient Access
-Health Information Curriculum and Training
Credentials & Partnerships
