Destiny Bullard, AFA

08/31/2026

From saving for a first toy to managing a first paycheck, every stage of childhood presents opportunities to build financial confidence. Join me to discover practical strategies for teaching saving, spending, budgeting and financial responsibility. Whether you’re a parent, grandparent, or caregiver, you’ll gain actionable insights to help the children in your life build confidence and make smarter money decisions.
Learn more: https://bit.ly/4h2cftz

08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/23/2026

As more high-profile private companies move closer to the public markets, many investors are asking the same question: Should these opportunities play a role in my portfolio?

Before getting caught up in the headlines, it's important to understand the risks, opportunities and ways to gain exposure. Let’s connect if you’d like to discuss.

Learn how mega IPOs could affect your portfolio and explore ways to gain exposure.

08/23/2026

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key tax changes.

Learn what this law’s key tax provisions could mean for your finances.

08/22/2026

A smart retirement plan doesn’t just support your team. It supports the life you’re building beyond the business. I can help you make both goals work together.

08/22/2026

Smart business owners don’t just offer retirement plans, they use them to cut taxes, attract talent, and grow long-term value. Discover how I help small businesses do it right.

08/22/2026

Need support to grow and preserve your business equity? Now is the time to make that value work for you.I can help you turn business equity into lasting personal wealth.

08/21/2026

Selling your business isn’t the end of the story. It’s the start of what’s next. I can assist you in planning your transition to help preserve value and reflect your vision.

08/21/2026

Stepping away from your business is one of the biggest moves you’ll make. I can help you build a strategic business transition plan, without leaving legacy or value behind.

08/21/2026

Your business equity touches everything— growth, taxes, and your personal future. I can help you potentially turn complexity into clarity and create real financial momentum with tips to grow and preserve your business equity.