
Education on FINANCIAL Portfolios, Financial and Investment Planning
Helping you plan a bright future! Financial and Investment Planning and Education on Financial Portfolios
Helping you plan a bright future! Financial and Investment Planning and Education on Financial Portfolios
We help African immigrants understand money and how money works here in the US, and how they can leverage money to work for them. To succeed in the US it is important to unlearn what you know, learn about the system here and relearn.
We help families and individuals in the US learn and understand the various financial portfolios in the US so they make informed decisions about how to manage their money in the US.
401K, Roth IRA & other retirement accounts, Fixed Index Annuities, IULs, Estate & Legacy Planning, Probate, Debt and Tax Relief, LTC Funeral Concierge etc,
With several years of teaching and learning experience I will break down the concepts into smaller chunks that are easy to understand and remember!
America is the wealthiest country in the world, yet most diaposrans work hard all their lives but still retire poor, understanding how money works is part of taking care of your family, there is nobody more interested in your future than you, we all want a comfortable retirement and yet have no plan. We do so much to raise our kids only to see them finish college with lots of debt.
It is your responsibility to understand money
It is your responsibility to understand how it works
It is your responsibility to understand how to make it work for you. Learning about simple concepts like compound interest, indexed strategies, income replacement strategies, tax free portfolios, college funding, long term care and other important strategies could set you up for financial success.
Please contact us if you cannot find an answer to your question.
The webinar is absolutely FREE!, this is our way of giving back and sharing good information.
Not all portfolios are created equal, you have to use the right portfolio for the right purpose, do not always follow the masses, sometimes the masses may be wrong.
Now! There is so much good information that a lot of people are not aware of, having this information can make a huge difference in your financial achievements.
It is never too early or too late to get started on educating yourself on how money works and getting to the point where money is working for you instead of working for money.
Saratoga Springs, Utah 84045, United States
Open today | 08:00 am – 05:00 pm |
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
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You get to choose one of three books mailed out to you for FREE!
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