The #1 Company for financial planning.
  • Main Offices
  • Michigan
  • Florida
  • North Carolina
  • Tennessee
  • Texas
  • Washington DC
  • (855) 559-4602

                Our Testimonials

                I’ve had the pleasure of being a client of Debora Kroger’s for over 5.5 years now. She is a delight to work with. Mrs. Kroger is very knowledgeable. She takes her work and business seriously. If there is something you don’t know or understand, she will go the extra mile to make sure all of your questions are answered. Her knowledge of finance and insurance are unmatched. Rest assured your portfolio(s) are in good hands. – M.H., Kissimmee, Florida

                It’s a good feeling knowing that your family will be taken care of. No Burden. Thank you for my financial consultant she makes me feel confident knowing that my family is in good care. – M.C., Washington, DC

                Love the service that i have received from mrs Kroger throughout the years. She is always willing to share her knowledge, and responds in a timely manner to calls. Because of the service i have received, I am comfortable referring others to her. – S.W., Colleyville, TX


                Our Services

                • General Financial Planning
                • Personal Financial Planning
                • Business Financial Planning
                • Retirement Planning
                • Life Insurance Review and Planning
                • Investment Review
                • College Planning
                • Trust or Estate Planning
                • Annuities
                • Home Purchase Advising
                • Insurance Advising
                • Wealth Management
                • Guest Speaking
                • Pre-Planning (Wills, Trusts) and more. 
                • Long Term Insurance
                • Credit Consulting
                • Group Insurance Coverage
                • Dental & Optical Plans
                • Disability