Services & Experience
We add value to your Financial Status
-Financial Planning
-Small Business Startup Consults
-Mortgage Lending NMLS 2547497
-Student Loan/Credit Repair Referral
-Investment Options (including College Savings Plans)
-Retirement & IRA
-Life Insurance
- Senior Healthcare Insurance
-Home Insurance
- Small Business/Commercial Insurance
- Certified IRS Approved Tax Professional
-General Notary
- Notary Loan Signing Agent
-International
-Business
-Package Deals
-Girl Friend Trips
-Staycations
-Epic
-Cerner
-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| Georgia w/Referral services to All States including Province of Canada
-Financial Coach
- Licensed Mortgage Loan Officer All States within US
-Fixed Annuities Licensed
- Investment Broker, SIE, Series 63, Series 6
- Certified IRS Approved Tax Professional
-General Notary
- Loan Signing Agent
-Certified Travel Agents
-Certified Hospitality and Tourism Management
-Certified Cruise Representatives w/Disney & Carnival
-Various Epic Resolute Certifications
-Cerner
-Revenue Cycle Management w/HFMA Certified Revenue Cycle
-Health Information Curriculum and Training
Credentials & Partnerships
