Products are part of the conversation; yet usually discussed at the end of the planning process. We believe money is a tool; God owns everything, and we are managers. Serving the USA, surrounding Cities, and States only. Financial services with integrity, and honesty. 27 years in the business; I believe in a team approach. I also believe in educating potential clients, and taking clients through
an educational process. Bruno E Pouliot CKA, CRPC is a Certified Kingdom Advisor which is a designation for the faith based, and philanthropic community. He also holds a designation in Comprehensive Retirement Planning (Chartered Retirement Planning Counselor) from the College of Financial Planning out of Denver, Colorado. Bruno also holds his FRC Federal Retirement Counselor designation to educate, help,and guide any Federal Government employees. Bruno genuinely cares about people, and helping others doing the next right thing. He also educates others to eliminate debt quicker, and has advanced GPS finance technology creating savings reports for families in debt. The personal savings reports show how much money can be saved, and acceleration of debts in 1/2 or 1/3 of the time with no budget changes. We also offer Life Insurance/ insurance reviews, disability insurance, annuities, Estate Planning, Special Needs Planning, and Advanced Insurance planning solutions.
