Who We Serve

As Iron Sharpens Iron, So One Person Sharpens Another.

Proverbs 27:17

Do You Believe What We Believe

We Best Serve Those That Also Have a Heart to Serve.

Faith

Family

Fitness

Finances

Faith is the center of our lives. Life comes with challenges. With Faith and Wisdom we are able to overcome

Our Faith is our comfort and our compass. Faith guides, comforts us, and heals us.

With faith comes being charitable with our time and our money. We've found that giving of oneself comes back ten fold.

Family is everything. Spending time with my boys is the most cherished prize of my life. When my sons' were born I knew this was exactly what my God given purpose in life was supposed to be.

I'm grateful to my clients that share the same belief, together is how we grow stronger in every area of our life.

We believe wealth is in our relationships, and often our friends become our family.

Fellowship creates stability so that when we face the inevitable challenges in life we have each other to lean on.

We're sport enthusiasts here with a healthy dos of competitiveness. We often push our limits to challenge our body and our minds.

Strength and perseverance leads to a healthier outlook on life and in business. Fitness within the family builds a stronger family. I'm grateful for the many opportunities I've been given.

I love to support youth in many ways, through scouting and coaching sports.

You don't have to know everything about finances, we will walk along side of you and provide transparency and share in our wisdom and knowledge. Being conscientious about spending, saving, and growing our money leads to good stewardship.

Saving a minimum of 15% is a necessity, and when you work with us we'll find even more money that is leaking away from your life and bring those dollars back to you for your enjoyment today, and for you to save and grow.

Are You Building Wealth or Losing It?

Choose the path that fits your life right now.

Young Families

You will manage your money during your entire life. You'll manage it today, you'll manage it tomorrow.

We show you how your money can work for your full benefit.

What You Want: Maintain control of your money during your lifetime, working for you, available for emergencies, and accessible for opportunities. Recapture money leaking away from your life and bring it back to you to enjoy today, and to save it and grow it. When you work with us, you'll know that your tomorrows are protected.

Business Owners

Our proven income management strategy will automate your cash flow more efficiently.

We help you create more efficient operating tools, and a source of collateral.

What You Want: A system that affords you a quality lifestyle now, not later. A system that guides you in establishing an emergency and opportunity fund, while maintaining control of your money during your lifetime, ultimately keeping more of it, growing more of it, and spending more of it in retirement.

College Bound Families

We believe families should not pay full sticker price for college, and can graduate debt free.

We have a network of college aid professionals and we pass them on to our clients whom wish know all their options in college planning.

With our college planning software, we provide transparency as to which schools your student is more likely to be accepted to with the least out of pocket expense.

What You Want: Whether you have the means to pay for college or not, doesn't mean you want to pay it. We help you get accepted to a dream school, with a plan that will protect your wealth.

Golden Years

Maximum Income + Legacy is not an either/or proposition.

Stop making Uncle Sam your biggest beneficiary. When you've been taught by the big institutions, to play by their rules of the game, they win. They'll convince you you're winning, while you're giving away up to 80% of your wealth, to them.

When you work with us, you'll have more income to enjoy in retirement. We believe you can have your cake and eat it too.

What You Want: To have the a ability to spend more in retirement AND a legacy that creates generational wealth, with certainty.

In an ideal world, there would be no

taxes, inflation, fees, market downturns, interest on debt, lawsuits, sickness, injury, premature death, job loss, pandemics, or catastrophes.

We help you minimize the impact of, or eliminate these losses, from your life.

Melissa is committed to empowering families with clear, strategic financial guidance—rooted in education, integrity, and long-term vision—so they can avoid costly mistakes, protect what matters most, and confidently build a lasting legacy.

Navigation

Welcome

About Us

Our Solutions

Who We Serve

Thank You

Get Connected

Connect with Us