Certified Cash Flow Specialists™ help you find more life from the money you already have, by using technology to maximize your income and make financial management stress-free.
A 15-minute conversation with a CCS™ could change your life today.
A Certified Cash Flow Specialist™ is uniquely trained to build and create that plan for you: giving you a clear path to your goals, designed with the money you already have.
I want to help you reduce your debts and make more money by saving more of your own money. I will have an in depth conversations with you, to really understand your goals about money, and why they are important to you.
Angie has been spreading her expertise passionately as a financial educator for the past 18 years. The addition of a CCS designation has allowed her to help clients achieve their financial dreams without painful “budgeting”.
Always in the vanguard of the most recent advances with respect to financial advice, Eric is constantly learning, in an effort not only to expand the range of his financial tools, but also to properly advise and educate you. It is with this in mind that Eric has developed advanced planning strategies using life insurance, primarily at the business level.
Eric focuses on original and customized financial solutions to better serve both his private and business clientele. An avid training enthusiast, a former national triathlete, Eric Roy has demonstrated great diligence in all the portfolios he handles, be it in terms of his availability, portfolio analysis, knowledge of current rules and customization of the strategies he maps out.
“We have the knowledge and we care!”
Create the life you want. Meet your financial goals sooner and more easily. My firm delivers financial guidance and solutions you can count on to help build and maximize your wealth. We'll help you take where you are today to where you want to be.
Find a Financial Professional who deeply cares about you, your dreams, and the things limiting you from getting there. We're here to help you get ahead in life.