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Family-Finance

Financial 

Wellness

starts here:

Our finances have an impact on every aspect of our lives. That's why we strongly believe that a healthy home includes healthy finances.

We offer a range of financial tools and services to help you plan for the future, including retirement, investments, life insurance, debt elimination, college savings, and short- and long-term plans. We cover everything in between as well.

Let's align our goals and strategies. Discover where you stand with a free assessment!

your Health + financial coaches

Daisy & Ozzie Alonzo are both licensed financial professionals.​The comprehensive Financial Needs Analyses we provide are complimentary, confidential, and customized to fit your needs. 

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Ready to Dive In? Here's How We Can Help

One-on-One

Not sure where to start? No problem! We offer customized programs based on your needs. Our consultation is confidential and complimentary!

Community Partners

Ask about our complimentary Financial Wellness workshops!

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