Financial Planner

Financial Planner

BALANCE™: Free and Confident Financial Counseling Program.

We are here to help! Through BALANCE™, you'll find helpful tools like a Debt Management Plan guideline, charts to help you understand spending and savings, and educational material regarding credit reports. Call BALANCE at 888-456-2227 today to speak with a financial counselor. Click here to visit the website.
Money Management International (MMI): A Money Management Resource.
MMI offers:
- professional financial guidance
- credit counseling
- community-wide educational programs
- debt management assistance
- bankruptcy counseling and education services
- housing counseling assistance
Click here to visit the website.
American Consumer Credit Counseling (ACCC): Nationwide Credit Counseling

ACCC offers confidential credit counseling and financial education services to consumers nationwide. ACCC is dedicated to helping people regain control of their finances and plan for a debt-free future. ACCC works with consumers to establish a realistic plan to help them reduce their debt and regain financial stability.
Click here to visit the website.
Concerned About Your Investments?

We also offer many services to help you reach your financial goals, including online investing and personal money management. Our investment advisor will work with you to create a personal financial blueprint you can follow to help achieve your financial objectives. Call us at 858-547-7400 to make an appointment.