Empowered Planning
Meaningful goals make for meaningful conversation, which leads to meaningful planning. And planning that makes sense.
Selling Investment Real Estate?
Selling investment Real Estate can trigger capital gains taxes or, if suitable, they may be deferred through the use of a Delaware Statutory Trust (DST).
Women in Transition
It is important to understand that major decisions around any windfall or in the midst of change are best made when you are comfortable and in a clear frame of mind.
Sudden Wealth
Everyone wants to be a millionaire...until they are. Sudden wealth can cause just as much stress as living in poverty, and sometimes those who find themselves going from "rags to riches" end up back in rags...within a short period of time.
Kids and Money
Like many other life skills, children learn how to use—or misuse—money from their parents. If children "live what they learn," what are you teaching them?
Dianna Sherrill
Office Manager / Administrative Assistant
Karina Marquez
Insurance Processing Manager/ Administrative Assistant