We were founded by Rhoda Woods, retirement income specialist, licensed insurance broker, and certified financial coach.
She began her insurance career in employee benefits where she quickly learned clients had additional needs that were still going unmet.
Rhoda believes everyone deserves financial prosperity and operates on the guiding principle found in Proverbs 13:22 which states, 'A good man leaves an inheritance for his children's children.'
Our service model is flexible and includes consultations: in person (limited), by video conference, and over the phone. Take a look around and then Take Action. We are here to serve so get started!