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"Before anything else, preparation is the key to success." Alexander Graham Bell

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 four hard working individuals.

Jim Beall – the President

Holst C. Beall, Jr. – the retired 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.

Victoria Carcova intern + she’s a Mercer Bear majoring in Communications!


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Recent Blog Posts

January 23, 2015 |

Designing your Environment for Success

If you are new to working with an advisor you may not be familiar with the value that they can add to your life....

December 3, 2014 |

Learning new things

Today, I am taking the time to learn how to use a new program. If successful it should reduce some friction in my...

April 4, 2014 |

Training: Never Stop Learning

 What happens when you get a new car? You learn where all the buttons and switches are to do the things you did...

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