Living Life With Purpose, Today and Tomorrow
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Financial guidance and strategies for life.
Upcoming Events
Women’s Workshop 2026
March 12 @ 5:30 pm
Join us for an exclusive event desgined for women: A Recipe for Financial Success. We’ll walk through key ingredients that support long-term confidence, knowing your numbers, protecting what you’ve built, and preparing for what’s ahead. Complete the evening with hands-on...
Venue: Boatwerks Waterfront Restaurant
Organizer: Koele Godfrey
"Money Matters"
Listen to Us on 99.7 FM and WHTC 1450 AM!
Every Saturday at 10:10 AM, Carey and Brent bring you financial advice you can trust. From retirement planning to investment tips, we’ll help you make smarter decisions for a stronger financial future. Don’t miss out—tune in and take charge of your money!
Featured Resources
August 2025 Market Update and Major Tax Bill Changes Explained
Are You On Track For Retirement? December 20, 2025
Do you know if your retirement plan is keeping pace with your goals? This week, we’re breaking down the key signs you’re on track and what to review now to stay prepared for the future.