
Plan Certain Financial
reliable, and uncomplicated financial strategies that help build wealth without taking on too much risk. Our planning methodsthat support planning techniques that allow you to manage your assets while achieving consistent results. They to ensure that you stay away from unnecessary risks.If you would like to learn more

Fausto Gutierrez - First Reliant
following ways: buying and selling properties, property management, mortgage lending, and investing in real estate When dealing with sellers, we employ effective marketing strategies to ensure a fast and successful sale. are aware of the risks and tension that come with buying, selling, and managing property, so we

Daniel Shahmoradian, CFP®
to our clients that include setting up investment strategies, tax shelters, tax advantaged investments, tax loss harvesting and diversification, life insurance, cashflow management, minimizing estate taxes, guaranteed income streams, as well. Our focus is on tax liability analysis and mitigation.

Gallagher Fiduciary Advisors Company
proposing a suitable asset allocation strategy, controlling investment risk and expense, selecting investment managers, measuring and evaluating investment returns

CAPFUNDR
, successful track records, and well-thought-out strategies. Additionally, we manage some of our own funds in areas align with their investment objectives, return expectations, and risk tolerance. We monitor performance and provide investors with

Nathan Dao - State Farm Insurance Agent
, while mitigating risks and protecting your assets. We provide comprehensive reviews and solutions to help you manage potential risks, recover

Agile CFO
. We help them outsource bookkeeping, plan tax strategies, secure financing, mitigate risk, and plan for acquisitions and exits. Our