We want you to be successful, to achieve your dreams and do the things on your bucket list.  To do all that you need to be financially free.  Let us be your guides and advisers to getting the things you want done in life done. Our Team is currently made up of four hard working individuals.

Jim Beall – the President, he has many roles at the company from planner and advisor to handyman.

Colleen Giffin is our Certified Financial Planner and a proud member of NAPFA (that would be the National Association of Personal Financial Advisors)