Has Money Created…
Conflict in your life regarding your financial decisions?
Anxiety wondering if you are doing the right things?
Fear of the unknown because you don’t have a plan?
We Can Help With…
Clarity
to make the right
financial decisions.
Confidence
that you have a
partner to guide you.
Fulfillment
that your money will finally
align with your values.
Three Easy Steps to Financial Clarity
How We Can Help
Every individual and small business needs a tax plan to take advantage of the changing tax laws. We customize a strategy for you to save tax dollars while complying with changing tax laws.
Our experienced professionals have helped many people just like you with similar issues and concerns. We can design a strategy to address your individual situation and guide you through the process.
Our bookkeeping and payroll service allow you to work on your business instead of in it. You can use your gifts and talents while we use ours to help with these daily financial matters.
As financial professionals, we are committed to helping people just like you create solutions for your retirement assets that balances investment strategies with preserving principal.
Kind Words…
JEFF ATKINSON
"We have been using Darla Dike to handle all our payroll needs for the last five years. Her business is very professional with exceptional customer service. She always goes above and beyond to get the task at hand handled for my office and staff." -D.D.S. / New Boston, TX
DAVID L. JONES
“Joe and his team have been assisting me with my tax concerns for nine years and I am exceptionally pleased with his knowledge and expertise. I do not have any worries regarding the latest changes or upgrades in IRS regulations as related to all aspects of my tax portfolio requirements. Joe is pleasant and very professional in his business relationships, available when I call, and is responsive to provide the correct information when asked. He not only is my “tax man” – he is a very trusted friend!” -Source Funding / Tyler, TX
JIM BEARD
“Darla Dike has been doing our payroll for the last several years. During this time I have been more than pleased. She and Laney have made the payroll problem a non issue. One less thing to worry about during the week.” -Advanced Lumberworks / LLC Texarkana, TX