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YOUR AGENCY with CONFIDENCE

OUR

COMMITMENT


OUR

CLIENTS

We are committed to assisting our clients in navigating their financial goals.

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PARTNERS

We are committed to providing the premier business platform in financial services.

OUR

COMMUNITY

We are committed to making a significant impact with financial education and personal development.

FINANCIAL CRISIS

Challenges facing Americans today

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LACK INCOME

78% of American's live paycheck to paycheck and of those that are working, 85% hate their job.

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IN DEBT

52% of households in America have credit card debt. Totaling over $998B in credit card debt in 2021.

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DON'T SAVE

44% of Americans cannot cover a $400 emergency.

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RETIREMENT SHORTFALL

51% of American adults have little to nothing saved for retirement.

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UNPROTECTED

4 out of 10 households have zero life insurance. Approximately 158 million people are battling with a chronic disease.

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Financial illiteracy

Only 21 of the 50 states require a stand-alone course in personal finance to graduate from high school.


Are we asking the right questions?

AM I where I thought I WOULD be financially in life?

Do I have the FLEXIBILITY to do the things I want to do?

AM I SATISFIED WITH THE BALANCE IN MY SAVINGS & RETIREMENT ACCOUNTS?

Does MY income reflect the value I bring to MY employer?

Does MY current career have the financial horsepower to help ME achieve all MY goals?

Proud of how far we’ve come

Inspired by our VISION

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LICENSED

ADVISORS

0k +

NEW FAMILIES

HELPED

$0B

IN LIFE INSURANCE

PROTECTION

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STRATEGIC PARTNERSHIP

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COVERING

ALL STATES

STRENGTH IN SELECTION

401(k)/IRA Rollovers
TERM & PERM LIFE PLANS
LONG-TERM CARE PLANS
PRIVATE PENSIONS (FIA)
EXECUTIVE BONUS PLANS
DEBT MANAGEMENT
COLLEGE PLANS
WILLS & LIVING TRUSTS
TRUSTED BY

MONEY DISCOVERY


WHAT EVERYONE SHOULD KNOW ABOUT MONEY

$0 FEE | FINANCIAL PLAN

HELPING BY TEACHING AND EMPOWERING

With an alarming lack of education about financial fundamentals, people need the tools and guidance to help them make informed choices to meet today’s challenges. There’s no doubt that families of all incomes can benefit from preparing for the expected and the unexpected.

1. Financial Education

  • Become financially literate
  • Find a financial professional

2. PROPER PROTECTION

  • Protect against loss of income
  • Protect against loss of savings

3. Emergency Fund

  • Save 3-6 month’s income
  • Prepare for unexpected expenses

4. DEBT MANAGEMENT

  • Change spending habits
  • Strive to eliminate debt

5. CASHFLOW

  • Manage expenses
  • Earn additional income

6. BUILD WEALTH

  • Avoid the impact of taxes, losses & inflation
  • Accumulate and grow assets for the future

7. PROTECT WEALTH

  • Set up will, trust and advance directives
  • Guard your legacy

READY TO MAKE

YOUR NEXT MOVE?


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