We are proud to share our network of vetted and trustworthy financial professionals. The companies listed below represent relationships that have been formed over decades of business. These aren't just service providers, they are friends who we are excited to recommend.
TAX STRATEGY & ACCOUNTING
Courtney is a tax strategist, international speaker, and author of the Best Selling books More Relaxing Less Taxing & What’s Your Plan B? She owns a full-service accounting firm in South Carolina and serves clients in every state. She has owned her practice for nineteen years.

FINANCIAL STRATEGY
Traci is a Certified Public Accountant and financial strategist, I educate people to think "out of the box" when it comes to managing their money. Clients come to her when they are saddled with a mortgage, limited in their monthly budget and frustrated with the prospects for their financial future.
ESTATE PLANNING
The US legal system is expensive, but protecting your family shouldn’t be. Many people don’t have an estate plan because they can’t justify many hours of attorney fees.
Legacy Lock exists to solve this problem; because everyone should have access to affordable, attorney drafted solutions to protect their family and give them peace of mind.
HARD MONEY LENDING
We aren't like the big guys. Being a smaller entity means I take the time to truly understand the needs of our borrowers, helping them aim for success on each project.
My mission is to simplify the hard money process, making it as smooth and fast as possible. we provide flexible loan and payment terms tailored to accommodate a broad range of needs.
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