About Us

Our Core Values & Beliefs


We are committed to provide integrated and customized financial planning services to meet the needs and objectives of our clients. We coordinate your investments from both a financial and tax planning perspective.


We conduct business to the highest standards of honesty, integrity and fairness. Our goal is to recommend the products and services that preserve and protect our clients’ money in an ever changing economy.


Are you certain you are going to have a great retirement? We help clients get completely out of debt, including their mortgage, and on the road to financial freedom. In most cases we accomplish this in less than nine years.



Brian Schwam -   International Tax  /  US Multi National Compliance

Alex Muchinsky  -   ExPat Taxation    Bitcoin and Crypto  

Taxes Made Easy  -  Audit and Tax Law

BriAnna Cooper - Strategic Partner - Head of Operations

Kevin Kretzmar

Investment Advisor 

FINRA Licensed

Amy Baltimore CPA

Chuck Franklin CPA

         Don Deasy             Trusts & Estates


1900 N 18th Street, Suite 451

Monroe, LA  71201

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The First Steps to an Early Retirement