Multiple locations
Remote & In-Person Service Since 2009; Employer, Family, & Individual
Affiliated Management & Tax Solutions
*Retirement: IRA, TSP, 401(k), 403(b), 457(a)
*Investments: Annuities, Mutual Funds, Bonds, Equities Cryptocurrency Asset
*Insurance: Life, Disability, Health Business Succession
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1 customer review
Damon Timmons
Great energy, always positive and eager to help others!
Reviewed on Facebook
What do you love most about your job?
Always winning; our "all-seasons" financial professionals collaborating with great clients yield stakeholders growing success
What inspired you to start your own business?
Opportunity to realize and express freedom to achieve, foster, and share wealth & health through communities anchored in Love
Why should our clients choose you?
We are only for clients desiring long-term partnership with growth-focused financial experts
Can you provide your services online or remotely? If so, please add details.
Telephone, Online (live and pre-recorded video, digital-chat), and In-Person
What changes have you made to keep your customers safe from Covid-19?
Increased qualified staff and financial-practice resources for more successful service communications and processes
Investments
Want to own shares of stocks, bonds, or professionally managed fund portfolios? Ask how we can help you buy and trade for opportunities that serve your objectives!
*Retirement, College, or other
*New Industry Sectors (i.e. marijuana, cannabis, etc.)
*Self-direct and advisory options
Insurance
Improve your protection and elevate your peace of mind. Ask about our strategies for sustaining reduced costs your costs and risk exposure of your personal or business investments and income.
Benefits: death, disability, cancer, hospital, major medical, and more!
Professional Partners
We have the person for your needs!
*Tax and Accounting
*Banking and Lending
*Real Estate and Title
*Notary
*Automotive... and more!
Tax
Deduction, Deferment, Filing