Independent Empowered Women
“No matter where you are in life, inspire and empower the women around you. Success is never reached alone. And. Wisdom and wealth are sweeter shared.” -Mizzfit
How We Work
Creating and effective investment strategy is an ongoing process, and our team is with you every step of the way.
Our Values
We take pride in creating practiced, disciplined, and comprehensive investment strategies.

Philosophy/Mission
Life is a series of little adventures and experiences summed up. Let us lead you on your financial adventure down a successful and prosperous path. The best is yet to come. Finances should be fun not stressful

Benefits of Having Us as Your Trusted Advisor:
- Relationship with someone who knows you well and who you can trust
- Reduce Financial Stress
- Help you see the big picture
- Take the emotion out of investing
- Full time professional on your side
- We are not just an advisor we are family
- Creation of a dynamic wealth plan that is continually monitored and reviewed
- Know how much you can safely spend
- Get the most return out of your portfolio in line with your risk tolerance

Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
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