 Our Team |  Advisory, planning, processes and solutions |  Shared Thoughts, collaborative community |  Affiliated financial professionals at your service |
|---|---|---|---|
 Innovative growth strategists |  Industry leading services |  The Vision |
ABOUT
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs today and for many years to come. Our clients benefit from our extensive tax knowledge to help them make better choices across all their financial decisions.
STAFF
Bobby Goodman
Founder & CEO
As the Principal, Bobby is responsible for running all facets of the business. Bobby has proven executive management track record and over 25 years of experience in taxes, accounting, tax planning and the tax advisory industry. Primary focus will be 401k, Roths and life insurance.
Daphne Martin
Insurance /401K Advisory
Educate individuals and help them make informed decisions about retirement. Consult on 401k /Roth plan structures to maximize retirement savings and ensure compliance with regulations.
Her key responsibilities is to help navigate complex regulations, reducing the risk of non- compliance and potential penalties.
​
Jennifer Marilla
Legal Assistant
Specialize in Estate Planning, Trust, and Asset protection. She will oversee the firm's Trust and Estate Department. Jennifer brings 10 plus years of experience into the organization. Her attention to detail is unparallel. She drafts, read and interpret our legal documents. Prepare probate court filings, inventories and accounting.
Our Mission is to
Is to foster sustainable growth, with innovation for financial independence by delivering practical soultions