OUR MISSION
At our core, we are driven by a passion for making a meaningful difference in the lives of those we serve. Our mission is not just about financial success; it’s about empowering individuals and families to live their best lives, with confidence and security in their financial futures.

Insurance
Term/Whole/Indexed Universal Life • LTC Final Expense • Mortgage Protection • Health Vision • Dental • Disability

Investments
401k • 403b/457 • IRA/Roth IRA • SDIRA Simple/SEP IRA • College & Retirement Planning • Annuities • Indexed Funds Commodities • Mutual Funds • Bonds • Stocks ETFs • Portfolio Management

Real Estate
Buying • Selling • Leasing • Investing
ABOUT OUR FIRM
Client Centric. Trustworthy. Solution Driven.
Our commitment is to offer tailored services that meet the specific needs of each client, taking into account their background, preferences, and aspirations. We believe in a collaborative approach, working closely with our clients to develop personalized strategies that align with their values and objectives.
10+ Years
Experience
(409) 239-7396

ABOUT OUR FIRM
Client Centric. Trustworthy. Solution Driven.
Our commitment is to offer tailored services that meet the specific needs of each client, taking into account their background, preferences, and aspirations. We believe in a collaborative approach, working closely with our clients to develop personalized strategies that align with their values and objectives.
10+ Years
Experience
(409) 239-7396


HAPPY CLIENTS

FUNDS TRANSFERRED

LIVING BENEFITS LIFE INSURANCE

REAL ESTATE SALES
We believe that knowledge is the foundation of financial success. We are dedicated to providing comprehensive financial education to our clients, empowering them with the tools and resources they need to make informed decisions about their finances. Through workshops, seminars, and personalized consultations, we strive to increase financial literacy and confidence in our community.
Our Products & Services

Insurance
Life Insurance is a financial product that provides a lump sum payment to beneficiaries upon the insured individual’s death.

Real Estate
Real estate holds immense importance in various aspects of our lives and the economy.

Investments
Investments involve allocating resources, typically money, into assets with the expectation of generating returns over time.

eState Planning
eState planning is the process of arranging the management and distribution of one’s assets and wealth after their death.

Vision/Dental
Vision and dental insurance are important additions to overall health coverage, as they address specific aspects of healthcare that may not be covered by traditional medical insurance.

Debt Elimination
Debt elimination involves creating a plan to pay off outstanding debts systematically, typically starting with high-interest debts first.

Credit Restoration
Credit restoration focuses on improving one’s credit score by addressing negative items on credit reports, establishing positive payment history, and managing credit responsibly to rebuild creditworthiness over time.

R&D Tax Credit
R&D Tax Credit Program is a valuable incentive that encourages innovation and investment in research and development activities by reducing federal income tax liabilities for eligible businesses.

Cost Segregation

Business Insurance
Businesses can benefit significantly from tax credits and reducing expenses.

Self Employed Tax Credit
Launched in March of 2020, the Families First Coronavirus Response Act (FFCRA) was passed by Congress to provide employees and self-employed individuals paid sick leave or paid leave caring for dependents due to the Covid-19 pandemic.

Health Maintenance
The Affordable Care Act created a unique way of leveling the playing field when it comes to health care coverage and employee wellness.
20+ Years Of Experience
With over 20+ years of experience, we bring unparalleled customer service, expertise and a proven track record of success to every client we serve.
Our Experts

Brittney Golden, REALTOR ®
PRESIDENT/SENIOR ADVISOR

Briana Leach
INSURANCE ADVISOR

Joseph Barbour
FINANCIAL CONSULTANT

Brittney Golden, REALTOR ®
PRESIDENT/SENIOR ADVISOR

Briana Leach
INSURANCE ADVISOR

Joseph Barbour
FINANCIAL CONSULTANT
Our Strategic Partners






















