Let’s Work!
Fill out the contact form below if:
You’d like a review of your current life insurance policy, a new policy quote, to invest or roll over your current investments into a better financial instrument, or information on becoming your own bank.
You’re looking for a professional community of like minds
You find joy in helping others
Let’s chat about it at our next business opportunity meet up in Plano, TX or your customized ZOOM meet up via ZOOM.
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Interested in consolidating your debt to reduce monthly payments & interest rates?
📲File your taxes. Create your tax file today 💻 electronically by scheduling your Uptown Discovery Group client orientation for this season.
Alexis M. is available to answer all of your inquiries this season.
To book a tax chat