3 Core Financial Solutions that will all work together to accomplish your financial goals
DIY Options for Consumers
We provide Personal Finance Education to individuals and business owners that want to learn the in’s and out’s of both Personal Finance AND the Financial Industry. Read our Books, Watch Our Courses, and Learn How to Financial Plan On Your Own.
Done For You Services
We’re here to help you navigate the complexities of your financial life with Done For You Services. We will handle all of the heavy lifting using our Wealth Steps Order of Operations process. You just need to follow the steps.
Our Industry Relationships
Your financial journey will include ongoing working relationships with a Financial Planner, Investment Advisor Representative, and Risk Management Advisors. Advisory Services offered through Portfolio Medics LLC a SEC Registered Investment Advisor. Insurance Services offered through Seven Two Insurance Advisors. Educational Classes offered through Seven Two Advisors.