Services Offered
Tax Services
There is more to your tax return then going online and filing it. Your tax return may be the most revealing document you declare every year. It reflects your ability to earn income, save money, and invest money. Your tax return is your “report card” it shows if you are increasing your “wealth” or standing still. I can help you set a course to tailor your “spending and investing” to increase your net worth annually. Acquiring wealth is not hard “it’s a discipline.”
Real Estate
Interstate Realty has been helping buyers and sellers since 1996. I have personally Sold over 245 houses. I believe homeownership is a sure way to financial freedom. Real estate continues to increase in value and demand. Let me show you how easy purchasing your first home, finding the right investment property, or selling your home can be.
Insurance
Insurance products are an important part of any good financial plan. However, life insurance is not mandatory, that’s probably why most people don’t have it. Every member of your household needs adequate life insurance. If you purchase life insurance at an early age it’s very affordable. I know no one wants to think about losing loved ones. Remember Proverbs 13:22. “Life insurance is a great way to build generational wealth.” I can help you find a plan that is right for your family.
Debt Management
Debt management is a tool to keep you on course throughout your financial journey. Without debt management as the saying goes, “you are like a ship without a rudder.” If you have not purchased my book, God’s Way to Prosper I Used to Be Broke. Please get a copy. It’s a great resource on how to manage debt.