Financial Planning:
Collaborate with us to make better financial decisions. We bring more confidence to your financial life by developing and implementing solutions in areas of concern. As part of our holistic planning process, we work with key players on tax efficiency, estate planning, and insurance planning.
Investment Management:
Manage your portfolio with the flexibility of liquidity and the savings of no-load funds with little or no trading fees from our custodians. We consider the tax consequences, your risk capacity, and risk tolerance, in developing investment recommendations.
Suite C
Newport News, Virginia
23606
Just the Basics Financial Literacy produces workshops, seminars, teleconferences and webinars centered on FUNdamental Financial Literacy Education. Me’Shae is the author of “How To Save Money & Organize Your Finances: Tales of an Urban Consumer” (2006), as well as a Course Handbook compiling the financial literacy curriculum she developed (2018). She is a Certified Educator in Personal Finance designated by FinCert.org affiliated with the Institute for Financial Literacy and is a Train-the-Trainer. Me'Shae has received MWBE certification status with the City of Syracuse and New York State.
Me'Shae both frequents and has presented at national financial education conferences. Subsequently, she has aggregated national and local resources for her organizational clients and youth and adult learners. Me'Shae has been quoted by "Consumer Reports" magazine, and is regularly invited to speak, teach and present on financial education, the longtime passion of her heart.
Me'Shae is the Executive Producer of the 2021 Financial Empowerment Summit (www.FinancialEmpowermentSummit.org) and serves on a number of executive and philanthropic boards benefiting Upstate/Central New Yorkers. On a personal testimonial note, Me'Shae has experienced the gamut ranging from downsizings and ensuing debt, to professional and entrepreneurial success as a franchise owner.
13066
Long and Short is a weekly newsletter unpacking the biggest stories in finance, markets, and investments. We cover private equity, macroeconomic shifts, global trends, and emerging industries, clearly and without jargon. Each edition explains what happened, why it matters, and what could come next, helping readers stay informed and confident in a financial world that rarely speaks in plain language.
82801
kikedoy165@kikedoy165@kikedoy165@kikedoy165@
kikedoy165@
SensaMarket is an online fintech platform designed to help traders analyze and execute options trading strategies using advanced analytics, real-time market data, and AI-driven insights. The platform provides tools for strategy building, options flow analysis, insider trading tracking, and institutional trading data. With over 100 pre-built options strategies, traders can evaluate risk, calculate potential profits, and monitor unusual market activity in one integrated interface. The system integrates with brokerage platforms such as Tradier, TradeStation, and Lightspeed, enabling users to analyze and execute trades seamlessly.
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Michael Ball at Sequoia Tax Associates, Inc proudly provides IRS tax resolution services, tax preparation, tax planning, accounting, quick books consulting, and bookkeeping in San Jose and all of California. Our clients run businesses ranging from marketing consultants, to office equipment solutions providers, to real estate professionals, to successful martial arts studios. If you are looking for professional and personalized tax services that are tailored to match your specific requirements, please contact us(669) 293-0593 to set up an appointment.
95125
Our professional staff consists of one shareholder, and multiple managers and staff accountants. We know that the segregation of our staff into various specialized departments – tax, auditing, and management advisory services has enabled us to provide clients with the proper diversification of services in the most professional and efficient manner possible.
The shareholder and CPA’s are members of the American Institute and Alabama Society of CPA’s. Our firm’s basic philosophy is that service to each client is based on a substantive knowledge of and specialization in the services to be provided. Because of the unique aspects of audits of Institutions of Higher Education and Other Nonprofit Organizations, previous experience and knowledge in this area are of vital importance in providing the best and most efficient services.
Our strength has been our people, our values and our ability to serve small and large clients. Our clients are numerous and varied. We have extensive experience in auditing State and Local Governments and Non-profit Organizations.
35203
World Management Solutions, Inc. is a boutique firm specializing in business management, tax preparation and bookkeeping. Clients enjoy the various approaches that are taken to solve complex issues that are faced in both their personal and business lives. Customizing a solution that will assist you in the management of your everyday needs is our priority.
91302