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About Us

Who We Are

Many financial topics can be intimidating, we get it. But just because you may not understand one or more of those topics, doesn't mean you're not smart.

We are here to help you gather the information you need to make well-informed financially-related decisions. Being informed can help you achieve amazing things. is the home to experts who know what they’re talking about, and more than anything, we want the same for you. We are Certified Public Accountants, Investment Advisor Representatives, Business owners, Shareholders and Consumers. We get it. You're Much Smarter Than You Think.

What We Do

We write. A lot. Taxes, Personal Finance, Business Interests, Investments, and Retirement Accounts, for example. If we don't have it on our site yet, we're thinking about putting it there!