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
College Planning: February 14, 2026
Planning for college can be overwhelming but starting early makes a big difference. This week we discuss strategies to save, explore funding options, and provide tips to help make higher education more affordable for your family.