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Once you have filed your taxes, learned critical methods from The Pride Club,

tie it all together with

Comprehensive Financial Planning!

FEE-BASED Advising, a fiduciary duty to advise with your best interest in mind.

Retainer is between $500 and $1000.

It includes the first 10 - 20 billable hours, and a billable hourly rate thereafter.

Invoiced monthly, minimum 6 month notice for cancellation.

Discounts available to existing Pride Members.


Services Offered:

Asset Management

Wealth Management

Estate Planning

Personal Accounting

Divorce settlement assistance

Investment Advice

Tax Preparation Services

Accounting services

Dedicated Investment Advisor

Dedicated office hours

Advisor Credentials Include:

Certified Financial Planner (CFP ®)

Chartered Financial Consultant (ChFC ®)

Certified Public Accountant (CPA)

Series 7 Exam

IRS Enrolled Agent

15 Years combined experience with the Advisor Team

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