We show people how to build a strong financial house. It always has to be from ground up. Protection comes first.
Have you protected your family?
Financial Independence is NOT a Dream - It's a Priority
We do Financial Education Sessions. Where you will learn and get your burning questions answered on :
- Retirement planning and how to have a tax-free retirement.
- Three tax buckets of money
- College planning options and its impact on FAFSA and Scholarship Eligibility
- Living Benefits of Life Insurance ( you can be the beneficiary of your own policy if a need arises)
- Mortgage Protection Plan ( concerned about leaving behind expensive mortgages to your loved one?)
- Wills and Trusts ( if you don't have a will - State will have one for you)
Its your MONEY take CONTROL!!!!
Due to COVID19 we are now doing online session thru Zoom every Saturday @ 7:30pm
If you are interested please reach out to me thru text at 919-924-9135