ABOUT US
Our Mission is simple.
Building Legacy's And Developing Entrepreneurs
Our Vision is clear.
A country prospering better than it ever has because it's citizens have taken back control of their finances.
Equipped with the knowledge, tools, and strategies to build wealth. Empowered to live a dignified life, and leave a lasting legacy!
Our Values are our foundation.
Integrity, Candor, Dedication
OUR STORY
Market volatility
Rising inflation
Taxation
OUR PROCESS
We take a 5 step approach to how we generally conduct business with our clients.
Conduct an initial financial assessment report (F.A.R.)
The first step is to evaluate your current situation, and identify your goals and timeframes. This will also give us clarity on which assets we can help maximize for you.
How money works 101
Through videos, webinars, or in person sessions we teach basic financial concepts that aren't normally taught in school. Once you grasp these concepts you will better understand why we take a contrarian approach to finances.
Recommend our solutions for your needs
Once we have a complete understanding of your situation. We can identify which strategy may be best for your needs. At which point we can refer you to one of our properly trained Licensed Life Insurance Advisors we trust.
Implement your personalized recommended strategy
Your Life Insurance Advisor will submit the appropriate applications to the respective company. Once approved and the initial premium is deposited. Your Advisor will deliver your policies and provide you a summary of the strategy recommended.
Conduct a yearly F.A.R.
Setting up your plan is just the beginning! We're here for you every step of the way. At a minimum we will get together every year or as needed to make sure you're still on track to hitting your goals!