assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Debt Elimination, Income Protection and Investment consulting. Access to full range of wealth building, managing and preserving services throughout the Firm, including mutual funds, IRAs, debt consolidation, insurance, retirement planning and many other services.
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Families who are home owners/buyers, with dependent children, and working who want have more. Those open to learning a few extra disciplines for today to completely change their future.
Middle Income Families and Small Business Owners.
Urgent Needs and Compelling Desires of Target Market(s)
The vast middle class have been virtually ignored when it comes to the proper information and education when it comes to finances, and how money works for and against them. Our firm provides this financial litteracy education and a written plan navigating them through to financial independence.
What does your company do to focus on its purpose?
Provide free of charge money education sessions as well as free customized financial needs analysis to every client.