Have a bias toward action - let's see something happen now. You can break that big plan into small steps and take the first step right away. Indira Gandhi
More About Our Company
We want you to be successful, to achieve your dreams and do the things on your bucket list. To do all that you need to be financially free. Let us be your guides and advisors to getting the things you want done in life done. Our Team is currently made up of 4 hard working individuals.
First there’s Jim Beall – the President
Then there’s Holst Beall, Jr. – the Chairman and Founder of our company
Colleen Giffin is our Certified Financial Planner and a proud member of NAPFA (that would be the National Association of Personal Financial Advisors)
and last but certainly not least Betty Arnold who keeps us straight along with the books.
I plan to have everyone’s individual page up and running as soon as I can.
Recent Blog Posts
May 14, 2012 |
Things you discover in Bankruptcy – Kodak Edition
When a company goes bankrupt really weird and unusual things can come out in the filings. In this case Kodak had a...
May 7, 2012 |
Cliff Diving
There is a great summary at Pragmatic Capitalism on the end of year Fiscal Cliff. There are lots of tax code and...
May 4, 2012 |
Status Update
We’ve been down. The beauty of being around kids both my own and other people’s kids is they like to...