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About The CEO 

Brenda Bell is a Financial Specialist with a passion for helping Real people, with Real financial challenges.  She has been through personal financial challenges and struggles; she understands how difficult it can be to manage money and reach your goals! Her approach is using God's principles to guide financial decision-making.  She can't wait to help you use those principles to achieve financial peace and prosperity.  She is a Registered and a member of FINRA/SIPC. Insurance License #0H76500, a Certified Estate Planner with United Wealth Protection Concepts LLC, & Citadel Law.  Associated with Independent Capital Management Inc., Provide Real Estate & Mortgage Lending through ICM Lending.

Standing on the Summit

Mission

Our mission is to help you achieve your financial goals and objectives today for your family's future tomorrow!

Vision

"Our vision is to created solutions that help our clients navigate their financial course, while freeing up quality time to spend with their families."

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