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Wealth Advisory & Consulting Services

Licensed Financial Professional & Insurance Broker providing personalized Financial & Insurance Solutions. Assisting businesses, families, and individuals optimize assets, minimize taxes, and maximize the true dimensions of wealth as a result of the case planning done by award-winning financial strategist Alexis Holifield B.A. along side an Advanced Case Planning Team she is partnered with at Yellowbrick Financial Insurance & Solutions.

We serve clients through Full Comprehensive Financial Strategies, Estate Planning, Retirement Solutions, and more.


"Business is simply the activity of life."


Providing Business Consultation Services for Executive Planning, business formation, business funding, & proper business structure. Strategies & Solutions to systemize and scale your small business through proven blueprints and systems to properly structure it for true value and generational wealth.










“Good management is the art of making problems so interesting and their solutions so constructive that everyone wants to get to work and deal with them.”