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 advisers to getting the things you want done in life done. Our Team is currently made up of 5 hard working individuals.
Jim Beall – the President
Holst C. Beall, Jr. – the Chairman Emeritus 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)
Betty Arnold who keeps us straight along with the books.
Tanya Do is our Technology Specialist
Recent Blog Posts
July 14, 2013 |
I touched ever so briefly on Portugal in our most recent newsletter. The excellent minds at Marginal Revolution...
July 12, 2013 |
Our newsletter is a little longer than usual. I went into greater detail on what is going on around the world,...
April 1, 2013 |
I know what’s holding me back. I don’t want to admit it even to myself. I have bad habits. For a long time I...