About Us
Our Mission
We are committed to serving our clients from different geographic areas and all walks of life, and are able to do so being in partnership with Global Financial Impact who is backed by Ethos Life, National Life Group, Sequoia Capital and More. We believe everyone deserves the opportunity to have Financial Education, Financial Freedom and Stability.
We prioritize our client relationships, as it fosters fruitful financial strategies, extremely effective results, solidifies our credibility and helps us exceed client expectations. We offer holistic complimentary services, resources and solutions to help our clients generate, protect and save money. We empower our clients to identify their short-term, long-term financial goals and life dreams!
How We Can Help You
Our holistic approach and relationships, along with a plethora of the top A+ rated insurance and financial service companies, allow us to help you with the following and much more.
- Executive Bonus Plans (Large & Small Businesses)
- Minimize risk management and taxation
- Outpace Inflation and leverage tax codes
- Retirement Planning
- 401 K/IRA Rollovers
- College Planning
- Savings Plans
- Wealth Accumulating Tools and strategies
- Debt Management
- Plans with Living Benefits
- Family Legacy and Estate Planning
Additional Services We Provide
Safeguarding your lifestyle, your assets, your business and community is vital. So, we also specialize in:
- One-to-One, Family and Group Consultations
- Financial Educational Workshops and Webinars: Virtual & In-Person for your community, events, churches, businesses, organizations, etc.
- Budget Tools and Digital Products (Beginner to Advanced)
- Business Owner Mentorship
Career Advancement Opportunities
If you are interested in advancing professionally or you keep yourself open to new opportunities, we'd love to have a further conversation with you! Whether you are looking for supplemental, part-time or full-time income, or to even become a buisness owner this could be the place to start. We offer referral partnerships for those that are very busy, but still desire to have multiple income streams and options. It is a pleasure to be in one of the most influential, rewarding and lucrative service-oriented professions.
Please Note: Any opportunity with us will result in having a meeting with us. You can make any inquiries by contacting us and setting up an appointment. We are excited to meet you and discuss more about what our company offers and the opportunities we have!