(+1) 984-370-4273
ABOUT US
(+1) 984-370-4273
Our Core Beliefs:
Our customers deserve our respect and courtesy. We listen to them, and treat them as individuals, as we work diligently to resolve their problems. We have a responsibility to help our clients develop the skills they need to get back on track financially, offering financial strategic planning to eliminate debt and create wealth. We offer reasonable rates and a money-back guarantee.
Meet the Team
Sandy
CEO & Wealth Architect
Sandy went to Appalachian State University on a full academic scholarship and graduated with a degree in Accounting. She received her MBA from NC State University where she published an article that is used as a teaching tool at Universities such as Rutgers and Purdue. She has been married to Paul for over 20 years and together they have 5 children and one granddaughter. Sandy loves her family and helping individuals and families make their dreams come true.
Paul
Legacy Builder
Paul is a Raleigh native and a graduate of NC State University with a degree in communication. He also received his MBA from American Intercontinental University.
He has been married to Sandy for over 20 years and together they have 5 children and one granddaughter. He loves his family and helping individuals and families build generational wealth to make their long-term dreams come true.
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