Talk. Expand. Connect.

We provide complementary financial reviews and appointments for families and individuals seeking to build a strong financial house with structure. We offer recommendations to help people discover and achieve their dreams via discipline.

Areas of focus are: 

Life Insurance

Tax-Free Retirement

Debt Management

Building and Protecting Wealth

Estate Preservation

College and Emergency Funds

Are you looking to increase your cashflow, change careers and learn more of how the financial services industry can enhance what you're currently doing, then let's talk to see if we are fit for each other, build leaders and change the nation one financial nugget at a time. To learn more, schedule a 15 min virtual appointment. 

Are you looking for or need a Speaker or  Presenter for your event? Ayanna is accepting engagements. She is available to share on various topics in finance and leadership. Her specialized workshops and webinars include planning and strategizing for those approaching retirement, college planning strategies and helping the entrepreneur to save money while building a strong future.  Connect with her to share with your small business, corporation, and civic or religious organizations virtually or in-person.