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“When values are clear, decisions are easy.”- Roy Disney

You deserve a strategy that adapts to your needs.

We create financial strategies tailored to your goals.

<strong>Smart Choices that Enhance Our Lives</strong>

Smart Choices that Enhance Our Lives

Faith, family, friends and prosperity are precious. How will we choose to strengthen them? How can we make our lives richer?

Kim Bourne helps people make smart choices about money - choices to enhance the quality of life, choices that help promote family security.

Learn more about Kim at this web site, and contact her today to plan wisely for your future.

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<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

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Meet Our Dedicated Team

Kim Bourne

Kim Bourne

Chief Executive Officer, Founder

(718) 629-5898

(718) 629-6845

Christina Rivera

Christina Rivera

Executive Assistant

Raymond  Tinglin

Raymond Tinglin

Administrative Assistant

Loma Risper

Loma Risper

Client Service Associate

Tiffany Balow

Tiffany Balow

Scheduling Specialist

Noe Vega Jr.

Noe Vega Jr.

Wealth Management Assistant

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