What's Your Dream
Retirement?
You have dreams. We can help you bring them to life. Schedule a FREE CONSULTATION today!
Meet Your Advisor
My name is Joshiwa Graham and I am proud to be a Dave Ramsey SmartVestor Pro. On a personal level, I have successfully applied Dave’s principles in my own life. I will use these experiences to instill hope and inspire you to be successful. I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a customized plan to help you reach your goals.
I am also an independent financial professional. Therefore I am not governed by or bound by any directives dictated by a larger corporation, nor am I biased toward any particular company or carrier. Therefore, I have the flexibility and freedom to explore plans, strategies and opportunities that are in the best interest of you, my client.
Let’s get started!
– Joshiwa Graham
The Value of An Advisor
We believe that financial planning is about more than just investing. Through the heart of a teacher, we work with each client to make sure they understand every step of the process. Whether you are working through one of Dave’s 7 Baby Steps or just getting started, we are here to help!
* Based on a 25 Year Investment
How I can Help?
Ready To Get Started?
Get started with our team in 3 simple steps!
Step 1:
Schedule A Consultation
Schedule a FREE initial consultation with myself, Joshiwa Graham, so I can better understand your goals.
Step 2:
Have A Conversation
During this conversation we’ll have a chance to assess your current financial situation and make a plan for the future.
Step 3:
get Back To Your Life
After our meeting I’ll come up with a comprehensive financial plan to meet your needs and budget.
Market Update
Let’s take a quick look at what’s happening in the market today.