What We Do

From the onset we had one goal and one goal only:

“To increase the financial IQ of everyone we have a chance to interact with. To leave people in a better place financially when we leave them than when we found them.”

We accomplish this through a number of mediums.

Until recently we operated entirely offline educating people through simple seminars and workshops conducted either at our home office or larger venues.

Now moving online we feel we can expand our reach outside of Ohio and into other States. And one day, other countries.

Some of the tools we offer and area of expertise we specialize in:

  1. Small business planning.
  2. Accounting.
  3. Financial Planning.
  4. Basic budgeting.
  5. Advanced tax strategies.
  6. Insurance.
  7. Debt consolidation.