WEALTH BUILDER SPOTLIGHT

Wealth Builder Carol Allen Starts Savvy Financial Services

Becoming a business owner is a crucial part of your wealth building journey. Today we want to highlight one of our Wealth Builders who started a business this year. Since tax season is among us, we want to highlight Carol Allen from Savvy Financial Services.

Carol has 20+ years of experience preparing basic Individual tax returns. After preparing the taxes of her friends and family she decided to take her skills to H&R Block and began preparing taxes there for many years. 

Finally, this year, she took the leap to start her own business where she will be preparing individual tax returns. She started this business knowing that it is an essential and necessary service.  She desires to offer a quality experience at an affordable price. If you are in search of someone to prepare your taxes, consider Carol Allen of Savvy Financial Services.

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Planters Bank Partnership

Planters Bank Partnership

PARTNERSHIP ANNOUNCEMENTEDC Financial & Planters BankPlanters Bank is excited to announce a new partnership with the Eric D. Coleman Financial Group entitled the Wealth Builder.  Wealth Builder is a four-step process that is designed to help participants achieve...

Natalie Webb

Natalie Webb

For the one-sentence testimony: For the first time in my adult life, I’m feeling positive, confident and excited about my finances and my financial future.