This Is Our Story
We have years of experience helping clients prepare for the unknown while meeting their financial goals.
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
01
Planning Futures
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
02
Comprehensive Approach
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility.
03
Committed to Service
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation.
Passion. Dedication. Determination
The Team
Ellis Mckinley White
Founder And CEOEllis is a self taught entrepreneur in field of business management and credit repair. No Rich parents,No Assistance, No Handouts, NO favors, Straight Hustle, All Day. Every day.
Bob Dilan
Financial PlannerAssess client's overall financial picture, and understand their needs to devise an appropriate financial plan Work with support staff to establish client records and update their files Maintain ongoing relationships with clients, keeping them updated about any changes affecting their finances
Elliot Andersen
Credit Specialist ManagerOur specialists assist in preparation of the appropriate letters to the credit bureaus and to debt collection agencies Our specialists can provide a variety of options for how to handle negative items on your credit report, give you the pros and cons of each, and help you decide the best way to proceed based on your circumstances and your long-term credit and financial goals. These options may include disputing, paying off, negotiating removal, settling, or waiting out the credit reporting time limit
