Services

Financial Services and Consulting

Donna will walk through your questions with you and help you take the right steps to achieve your financial goals. Count on Donna for leadership, coaching and personal service!

Contact Donna today for a consultation.

Financial Planning

MONEY MANAGEMENT
Donna educates you in the Dave Ramsey way to put you in control of your money - You tell it what to do and where to go!

COLLEGE SAVINGS
Understand your options when it comes to investing for your child's future.

RETIREMENT PLANNING
IRAs and retirement savings plans for individuals and businesses. Pension maximization with Social Security projects and analysis of options to maximize benefits. 401K and 403b rollovers, Roth IRA's.

INVESTMENTS
Advising related to stocks, mutual funds, real estate, annuities, and more.

MUTUAL FUNDS
Controlling and providing annual review.

Insurance

Offering Term, Universal and Whole Life policies from Donna’s large selection of insurance providers.