WE ARE A FAMILY OWNED FINANCIAL COACHING COMPANY, COACHING CLIENTS ON THEIR PERSONAL INVESTMENTS, AS WELL AS SMALL BUSINESS OWNERS' (DENTISTS) WITH COMPANY PLANS SUCH AS SIMPLE IRA'S AND 401(K)S. WE OFFER A HOLISTIC PLANNING APPROACH INCLUDING INSURANCE SERVICES AND WE HAVE THE TDA PERKS INSURANCE AND FINANCIAL SERVICES CONTACTS, KEVIN SMITH & BECKY WALKER ON OUR TEAM.