Empowering Your Financial Future
Providing expert financial planning tailored to help you achieve long-term stability and growth.
Our Services
Tax Preparation
Professional tax return preparation for individuals, businesses, and estates, plus audit defense and identity theft protection for added peace of mind.
Financial Planning
Personalized strategies to help you budget, save, and plan for retirement, all tailored to meet your current needs and long-term financial goals.
Insurance & Annuities
Independent life insurance and annuity solutions designed to protect your family, build wealth, and create lasting financial security.
Meet Venus Bynum
Formerly Venus Moore
As a Certified Public Accountant with extensive experience in financial services, I have been dedicated to empowering individuals and organizations throughout the Charlotte Metro area since 2008. In 2025, our practice expanded to include insurance solutions, fixed indexed annuities, and financial literacy education—further strengthening our commitment to helping clients build long-term financial stability and confidence.
