Living Life With Purpose, Today and Tomorrow
Let us help you find your way.
Financial guidance and strategies for life.
Upcoming Events
Women’s Workshop 2026
March 12 @ 5:30 pm
This event is currently full. We are so grateful for the incredible response! If you would like to be added to our waitlist, please email us at koelegodfrey@lpl.com and we will contact you if space becomes available.
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
2026 Market Outlook: January 17, 2026
What could the year ahead mean for your investments? In this episode, we discuss key trends, economic factors, and market opportunities to watch in 2026 and how to position your portfolio with confidence. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. All investing involves risk including loss of principal. No strategy assures success or protects against loss.