fbpx
435 Wandering Ct Sonoma, CA 93632
1-800-123-4567

Your Future

At TOAMS (Tithe Offering & Alms Means Stewardship) Financial, our team of Financial Advisors bring clarity and peace of mind to your future. We provide comprehensive financial planning services tailored to the wants and needs of our clients. Let us help you live your best life.

Why Choose Us

We provide comprehensive financial planning services tailored to the wants and needs of our clients.

Our team has over 20 years of money management experience. We offer a variety of financial services such as estate planning, wealth management, and retirement planning. Whatever stage in life you are in, we have you covered. Whether you are starting from scratch or a seasoned investor, TOAMS Financial has the tools and resources to set you up for long-term success.

Our Services

What We Do

Financial Planning

Create a roadmap to achieve your financial goals. Answer all your questions such as “Am I on track to retire?” and “Who will inherit my assets?”

Investing

Build and maintain a well-diversified investment plan. Ensure your investments are effective in reaching your needs and financial aspirations.

Retirement

Establish a retirement plan that utilizes every benefit available to you and keeps up-to-date with your current goals. See a clear picture of where you stand financially for your future.

Estate Management

Create a plan for your legacy addressing issues like caregiving, charitable donations, beneficiary information, and your wishes for any unexpected life events.

Automated Investing

Take advantage of proprietary technology powered by “Let Bob” that allows our Financial Advisors to automate our client portfolios. These strategies aim to minimize your losses with the potential to maximize your gains.

College Planning

Ease anxiety of your children’s tuition costs with information on all available programs. Already in college? We will create a plan to reduce your student loan debt burden.

Financial Coaching

Personalized one on one coaching sessions providing support, encouragement, and accountability. A flexible financial approach to meet a wide range of client goals.

SmartVestor™ Pro

Mario and Kendal are both Dave Ramsey SmartVestor™ Pros. Our advisors have been carefully vetted by the Dave Ramsey team to ensure we put our clients first and are trusted to take care of you and your investments.

Our Experts

Meet the Team

Mario J. Payne

Mario J. Payne

Certified Financial Planner™
Tamara Williams

Tamara Williams

Financial Services Representative
Ledora White

Ledora White

Financial Representative
Destiny Jordan

Destiny Jordan

Financial Coach
Rhona Villamin

Rhona Villamin

client support specialist
Julee Diano

Julee Diano

customer service
 Beverly Khoury

Beverly Khoury

Budgeting and Planning Coach

Our Monthly Newsletter

Mario on the News

Payneful Profits aims to give people, especially in the black community, a place where they can learn about financial literacy from real working professionals in the industry.

Focus On What Matters to You

Let us take the mystery out of financial planning and investing needs so you can get back to doing what matters.
The TOAMS Financial team are here to carry the weight. Your team of leading financial advisors has the expertise to make sure you get back to doing what you love. Feel confident that your family’s future is guided by a team of leading financial advisors in Jacksonville, Florida.
— No Cost Consulation

Locations

Northern California
435 Wandering Ct. Suite 101.
Sonoma, CA 93632

Northern California
435 Wandering Ct. Suite 101.
Sonoma, CA 93632

Newsletter

Join our Weekly Newsletter! We promise we won’t spam.

Copyright All rights Reserved. Aeso, like all providers of personal financial services is required by law to inform their clients of their policies regarding privacy of client information. The information in this material is not intended as tax or legal advice. Aeso is a registered business in Califronia (license #123560) Provided content is for informational purposes only and is completely fictional.

Planning Solutions International LLC dba TOAMS Financial is a registered investment advisor located in the state of florida. DISCLOSURES Full disclosure statement available here.

Scroll to top