MAXIMIZE THE POWER OF YOUR INCOME
We believe everyone deserves personalized financial advice when needed…you don’t have to go at it alone.
Our mission is to empower our clients to achieve financial independence and build generational wealth.
We’re here to help you create wealth and gain financial independence
As your personal financial strategist, working together, we help you define and meet your goals, preserve and grow your wealth. We collaborate with you to maximize the power of your income to create wealth and financial independence
Overcome your financial obstacles
ELIMINATE CREDIT CARD, AUTO LOAN, STUDENT LOAN, AND MORTGAGE DEBT
We take the guesswork out of when each bill will be paid off. We don’t use consolidation loans, mortgage refinance, or bankruptcy (that doesn’t get rid of the debt it just changes who you owe). Our proven program helps clients increase their credit scores, enjoy their current lifestyle and build wealth while getting out of debt.
Financial Services
Debt Elimination Assistance
A poor credit score results in higher loan interest rates or even the denial of loans. We provide solutions to increase your score, assist with getting debt paid off quickly without bankruptcy or debt consolidation loans. Don’t use a debt relief service paying high fees; use those funds to pay off debt instead.
RETIREMENT PLANNING
We can customize a diversified portfolio and create alternative streams of income to minimize short-falls or generate guaranteed streams of income. to safeguard your retirement and help you enjoy:
the gains of the stock market without the risk;
the tax-deferred benefits of a qualified plan
the flexibility to fund and withdraw your money tax-free regardless of age and income
guaranteed lifetime income
provide a tax-free income for your heirs
GENERATIONAL WEALTH CREATION
Most parents want their children to do better than them. Passing on generational wealth is the most effective way to make this happen. We help parents create and identify streams of income that, when placed in the right investments, will ensure generational wealth.
LIFE INSURANCE
Life insurance is not just about you, it’s also about the ones you love. We want to put the “Life” back in Life Insurance so you can enjoy the benefits of Life Insurance while you are living. The right protection can help you and your family pay college expenses, a wedding, down payment on a home, start a business, leave a legacy and so much more ensuring your financial peace of mind.
COLLEGE PLANNIG
We can build you a customized college plan that includes
Guaranteed growth rates
Protected from stock market downturns
grows with stock market gains
never lose money
Cash value growth through and after college
Accumulated funds can be used with no restrictions to
buy a car
buy a house
pay for a wedding
start a business
whatever your graduate needs
Is Debt Weighing You Down?
Like many Americans, do you feel you will be in debt for the next 20-30 years living paycheck to paycheck? You don’t have to! Learn how to get completely out of debt in 9 years or less without spending additional money.
Let us help you…
Reduce the volume of interest you are paying to lenders.
Get out of debt in 9 years or less.
Improve your cash flow.
Save for future big purchases.
Retire with tax-favored income
We’ll be with you every step of the way