- +1 817-717-0317
- Dallas-Fort Worth Metropolitan Area
Your Neighborhood
Wealth Legacy Expert
People Served
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Years of Experience
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“Strategic financial planning and investing are the foundation of building a strong financial future, where every dollar invested turns into a seed of prosperity, growing into the legacy you want for yourself and generations to come.”
Anne Abuga, Founder
Values
Long-Term Focus
Encouraging prudent financial planning and investment strategies that prioritize long-term growth and stability over short-term gains
Integrity
Upholding honesty, transparency, and ethical conduct in all dealings with clients and stakeholders.
Client-Centric Approach
Putting the needs and interests of clients first, providing personalized solutions and exceptional service while prioritizing confidentiality as clients will be sharing sensitive information.
Empowerment
Empowering clients with the knowledge, tools, and resources they need to make informed financial decisions and achieve their goals.
Services I offer
Tax Preparation & Reviews for Individuals and Businesses:
Ensure compliance and maximize savings with expert tax preparation and thorough reviews tailored to individual and business needs.
Bookkeeping:
Streamline financial record-keeping with comprehensive bookkeeping services, offering accurate tracking, reconciliation, and customized reporting for informed decision-making
Life Insurance:
Protect your loved ones and secure your legacy with tailored life insurance solutions, providing financial security in times of adversity and peace of mind for the future.
One on One Coaching:
Empower clients to manage their own finances by providing education on basic financial principles, assisting in creating and managing budgets, offering strategies for debt reduction, and guiding them in savings and investment planning with regular check-ins ensure accountability and facilitate continuous growth in financial literacy.
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