Who we are: People want to live long, healthy lives with the financial means to do so. They’re concerned about healthcare costs, retirement readiness, and protecting their family’s quality of life. We’re committed to helping them plan for every part of that journey — because a financial strategy is about more than dollars and cents. While our focus and experience is rooted in more than 100 years in financial services, we know discussing and promoting good financial health today can help protect and preserve wealth tomorrow.
Mission: To educate, empower, and emancipate individuals how to transform their lives from financial disparity to financial prosperity. That way we leave no family behind as we help them grow, protect, and save their money.
Regarding outreach to potential clients or prospective business partners: all 50 states of the United States including DC, Canada, and Puerto Rico.
If client wants to move forward with a financial plan, product, or service, I must obtain the proper non-residential license and credentials at least 10 calendar days prior to submitting business if conducting business outside of DC, MD, and VA.