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    An opportunity to learn and experience.

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Technology with a Human Touch

"Technology has made the most complex functions simple.  Sometimes technology takes the humanness away from services.  We use technology to provide a better customer experience not to replace customer service."

Now you can
be your own financial manager

People spend tons of money trying to resolve their financial dilemmas.  Even when you decide to use the services of a financial manager you must still take an assessment of the decisions you made that brought you to where you are.  Habits are not easily changed, but in order to change they must be confronted.  Oftentimes we relinquish this critical aspect of financial management to someone else.  Be your own financial manager.

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New Level Consulting

Advisory and Management 

Helping you grow your way.  We serve individual and business clients.

Cash Flow Management

Keeping our eyes on your bottom line so you can focus on more pressing issues.

Solutions that work for you

Gone are the days when you have to spend thousands of dollars for assistance.

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Building a brighter tomorrow—today

Financial Management Seminars

These on-line seminars will provide you with time saving, easy to use tools to properly manage your personal and/or business finances.

On-line Courses

Get immediate access to tons of on-demand legal courses.  Courses can be accessed from your phone, tablet, or computer.

Certificate Programs

We offer several certificate programs.  Why not set yourself apart with a one of a kind training that will allow you to demonstrate what you learn.

Membership Plans

Membership plans offer an affordable option to obtain continuing education credits, or to learn about topics of interest.


We know you're busy running your business. That's why we're here to help you whip your books into shape.


Probating an estate can be simplified if you know the basics of what is included in the process.

Estate Planning

It is never too early to plan for how your assets are distributed upon your death.  Waiting could have tax consequences.

Tax Preparation

Let us use our knowledge researching laws to ensure you get back all you qualify for, and don't overpay. 

What we do

We specialize in providing the best services. Everything we do is aimed at creating the best results for our clients.