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Empowering Your Financial Future

Providing expert financial planning tailored to help you achieve long-term stability and growth.

Our Services

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Tax Preparation

Professional tax return preparation for individuals, businesses, and estates, plus audit defense and identity theft protection for added peace of mind.

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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.

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Insurance & Annuities

Independent life insurance and annuity solutions designed to protect your family, build wealth, and create lasting financial security.

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Meet Venus

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As a Certified Public Accountant with extensive experience in financial services, I have been dedicated to empowering individuals and organizations in the Charlotte Metro area since 2008. Specializing in RCSA testing for the past five years, I focus on practical budgeting, debt reduction, and savings strategies to foster financial stability.

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