Financial Education Services & Solutions

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Today millions of individuals and business owners are seeking help and guidance from Consultants and Coaches to help improve their health, businesses and careers. However, when it comes to knowing where to turn for solid advice on how to solve financial problems and what solutions are available to achieve Financial Success those same people are lost. 


With our 21 Years of experience in Financial Services we are well seasoned and positioned to help You Build a Strong “Financial House” towards Achieving Your Goals and Dreams!

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“Financial Fitness Month February 2020!”

Most people will make a new-resolution or set goals for the new year. One goal is to get financially fit. Although that’s a smart move it’s smarter to get financially fit!


When starting a physical fitness regimen it’s important to get a checkup by a professional to see where you stand...the same is true with your Finances !


Contact us  to receive a Complimentary No Obligation “Financial Roadmap” that will help you Achieve Success with a Healthy Financial Fitness Program and Achievement of the Goals You set!


“2020 Good and Plenty, Get in Position for a Major Transition”

- Coach Tony



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What Is Financial Literacy and Why Does It Matter?

Being financially literate can lead directly to a more secure financial future. So why aren't more Americans getting educated on money management?

~ Meet the Broker ~

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Cherise Barkley

Cherise has over 21 successful years of working in the Financial Services Arena and brings a wealth of knowledge to the table in assisting our clients. Her pleasing personality and calm demeanor provides a relaxing and very productive session resulting in a lifetime working relationship with the client.

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Financial Education & Solutions for Individuals & Businesses

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Life Insurance

In today’s financial environment, it’s important to know that there are some things you don’t have to worry about. Life insurance can be the foundation of financial security for you and your family.  Learn how life insurance can help protect your family and be the foundation of a solid plan.


What You Need to Know Before Buying Life Insurance

Forbes


Should you purchase whole life insurance or term life insurance? Personal finance and insurance experts weigh the costs and benefits of both plans. Read the full story.

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Retirement Planning

The things you see yourself doing when 9-5 no longer belongs to someone else. The places you picture yourself exploring. The people you intend to spend it all with. If you can imagine the way you want to retire, you can plan for it. 


With employer pensions on the decline and uncertainty surrounding Social Security, retirement planning is more important than ever. We can help you understand exactly how much you'll need to retire the way you want, and develop an income strategy to get you there. We'll look at your expenses, priorities, and goals and help you put your money to work, so you can take some well-deserved time off. 


We'll look at your expenses, priorities, and goals and help you put your money to work, so you can take some well deserved time off.


Most importantly we will show you how to protect the money that you've worked hard to accumulate and show you how not to outlive it!

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Business Financial Planning

Small businesses drive the American economy. We understand that small business owners like you work hard every day, taking risks to better serve your customers, employ more people and strive to be successful. We can help you build and protect your business by providing customized insurance solutions to support you and your budget. You can rely on the financial strength of our carriers and stability to be there when you need us most.


Watch to hear what Microsoft Billionaire and Google CEO, Bill Gates, have to say about Why Business Consultants/Coaches are Important.



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Living Will & Healthcare Power of Attorney


If you don't currently have a will, your loved ones may not receive the assets you wish to leave them in the event of your death. If you're unsure of where to start, read on for the basic information you need to know.


What Is a Will?

A will is a legal document that sets forth your wishes regarding the distribution of your property and the care of any minor children. To maximize the likelihood that your wishes are carried out, you want a will.


Why Do I Need One?

Creating a will gives you sole discretion over the distribution of your assets. It lets you decide how your belongings, such as cars or family heirlooms, should be distributed. If you have a business or investments, your will can direct the smooth transition of those assets.

If you have minor children, a will lets you provide for their care.


If you have children from a prior marriage, even if they are adults, your will can dictate the assets they receive. Creating a will also minimizes tensions among survivors. Relatives battling over your possessions can weaken what may have otherwise been a strong family.


Creating a will gives you sole discretion over the distribution of your assets. It lets you decide how your belongings, such as cars or family heirlooms, should be distributed. If you have a business or investments, your will can direct the smooth transition of those assets.


If you have minor children, a will lets you provide for their care. If you have children from a prior marriage, even if they are adults, your will can dictate the assets they receive. Creating a will also minimizes tensions among survivors. Relatives battling over your possessions can weaken what may have otherwise been a strong family.

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Services & Solutions

  • Life Insurance
  •       - Permanent/Whole Life
  •       - Term
  • Annuities
  • 401(k) Rollovers
  • Tax Preparation 
  • Credit Restoration
  • Debt Reduction Strategies
  • Wills
  • Identity Theft Protection
  • Long Term Care
  • Disability Income Insurance
  • Estate Planning


Includes: 

Complete Financial Overview

Complimentary “ Personal Financial Roadmap”

Free Book “The 6 Laws of Success”