We help families and businesses that understand the importance of planning and investing yet do not have the time or expertise to do it themselves. The majority of our families have multiple goals that we are planning to achieve. We use the right mix of quality investments & insurance programs to reach our goals in the most efficient way possible. The most common goals that we see are; Retirement in a tax smart way, Protecting their family/business/assets & Setting up the transition of assets to the next generation in a tax efficient way. The relationship that tends to grow from that is one that is rooted in honesty & transparency. Our conversations become less about money and more about how to use money as a tool to reach your goals and leave you peace of mind & hope.
The businesses that we work with are looking for tools to help their business thrive. We use everything from money market funds for reserve money to 401k/safe harbor plans to provide benefits to the employees and help to reduce the tax liability for the business and the owners.
Nobody is kept out of the family, We have no minimums to work with you. As long as you are willing to work, so are we.
Elwis Johnson is the Financial Advisor and he will be the one setting the strategy, researching the options that fit best, vetting our partners for investment management, insurance, retirement plans and more. Elwis has been entrenched in financial services for nearly 20 years and is a wealth of knowledge as a resource for you. Personally, Elwis is the father of 8 (soon to be nine children) with 4 boys 4 girls for now. Along with his amazing wife, Dawntonya, they enjoy time at their home with the grill going and friends and family around them. He is passionate about community. He continues to give back through coaching youth sports and serving on non-profit boards as well as various ministry areas through his church.
Angela Granberry is the VP of Operations and she makes sure things get done right. Angela runs the office and sets the schedule, coordinates our events and can take care of most of the day-to-day needs our clients have. She brings her 15+ years of industry experience to the firm as well as 50 years of community connections through her service at her church, educational institutions & other community non-profits. Angela enjoys solving mysteries and completing complex puzzles.
VP of Operations
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.