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Financial Advisory Services

We are Economic Development Builders!

We take our tagline very seriously and, for over the last 30+ years, have been committed to building the perfect lifetime economic structures for businesses and people. We look forward to meeting you and developing your ideal money management strategy.

Dollar Bills

Personal Economic Development Planning​

Economic planning is a resource allocation mechanism based on a computational procedure for solving a constrained maximization problem with an iterative process for obtaining its solution. Planning is a mechanism for the allocation of resources between and within organizations contrasted with the market...

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Ongoing Entrepreneurial Planning

The business planning process in entrepreneurship helps an entrepreneur identify exactly what needs to be accomplished to build the venture, and what human and financial resources are required to implement the plan. It is a planning tool that helps entrepreneur startups get where they are going.

"ALL PILOTS FLY BY WAY OF NUMBERS." - D. NEWTON

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01

 Economic Development

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02

Wealth

Building

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03

Dollar

Management

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