Law Firm

(409) 239-7396

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.

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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

Call Us Today!

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

Call Us Today!

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

Your One Stop destination for comprehensive services and expert solutions for financial security & a brighter future.

Insurance

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

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Real Estate

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

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Investments

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

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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.

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Debt Elimination

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

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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.

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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

Cost segregation is a powerful tax strategy that can supercharge your real estate investments.

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

Meet our expert team dedicated to delivering exceptional results and personalized solutions for you.

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