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    • Home
    • Services
      • Businesses
      • Individuals
    • Resources
      • NerdWallet
      • CNN Money
      • IRS website
      • FASB Site
    • Financial Coaching
    • youth workshop
  • Home
  • Services
    • Businesses
    • Individuals
  • Resources
    • NerdWallet
    • CNN Money
    • IRS website
    • FASB Site
  • Financial Coaching
  • youth workshop

KNOWLEDGE. EXPERIENCE. TRUST.

You are not alone in your personal finance journey

The landscape of personal finance, investment, and retirement planning is more complex than ever. Individuals face numerous critical financial decisions that demand careful consideration and strategic planning. These decisions can significantly impact various aspects of tax planning, investment strategies, and budgeting processes. As a trusted partner, we offer clear guidance and expert advice, providing you with peace of mind as you navigate this intricate financial landscape.

service offering and solutions for individualS...

Safeguarding Your Assets

Safeguarding Your Assets

Safeguarding Your Assets

You've worked hard for your money. We'll help you protect and grow your nest egg

Personal Finance

Safeguarding Your Assets

Safeguarding Your Assets

handling money and finances requires the right strategies. We'll be with you every step of the way

Retirement Savings

Safeguarding Your Assets

Retirement Savings

Many Americans are struggling with retirement savings. It's never too late to start. We'll provide you with all the right tools

Investment and the Markets

Investment and the Markets

Investment and the Markets

The ups and downs of the market can be tricky. Investing is essential but knowing the risks is important. We know to help you achieve your goals

Tax Savings Strategies

Investment and the Markets

Investment and the Markets

taxes can eat away at your wealth and your earnings. Let us help you plan your tax strategies to optimize your earnings

Comprehensive Planning

Investment and the Markets

Comprehensive Planning

Let us help you create an all inclusive plan that aligns with your long term goals and puts you on a successful financial path

The best time to plant a tree was 20 years ago. The second best time is now.


Chinese Proverb

The beginning is the half of every action.


Greek Proverb

How can we help?

Better yet, see us in person!

Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.

Tenexis Consulting

Request An In Person Consultation

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