The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.
The only certainty in life and business is change, and managing that change has never been more challenging than it is in today’s economy. Planning for your personal or business financial future doesn’t have to be fraught with uncertainty and stress. With Active Money Management on your side, you will see a much clearer path to financial success. There is no time like the present to get started. Join us as we work to create, grow and protect your estate.
Create an investment strategy that's right for you.
Steps to consider, to pursue the retirement you want.
Manage your affairs during your lifetime and beyond.
We look forward to helping you and your loved ones explore their financial goals.
Curated articles, videos, and more for a financially savvier you.
Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.
"We CARE about our clients. It's what brings us joy!"
- Becky Gaylor
"It is our mission to provide unrivaled service in every aspect of what we do."
- Cody Gaylor
If you can retrain your brain to see OPPORTUNITIES as clearly as you see problems,
you can do ANYTHING.
- Faye Benner
Chief Executive Officer
Business Operations Manager, Notary, and Admin Lead
Registered Assistant, Operations Coordinator
Paralegal, Administrative Assistant, Notary Public
Client Relationship Manager
In addition, Gay Jones, Bonnie Isom and Tina Souza are still providing superior bookkeeping and accounting services (not affiliated with J.W. Cole)