The Journey
They have very little time to manage their financial affairs, we bridge this gap for both professional and personal finances
and those are the people who we are uniquely qualified to serve.
We simply want to give you the information to make you feel comfortable in making educated decisions.
And we will never undo any good work you have done.
Your family’s success is our focus and we are 100% committed to your best interest.
We are here to make great things happen for you.
It will be an honor and privilege to meet with you and find out how we
can maximize efficiencies in your portfolio..
Our mission is pretty simple. To Educate and Empower People. The average person is financially illiterate – it is not because they are not smart, or they do not want to plan. But where do you learn these things?…. Where do you learn about investments, insurance, real estate and taxes? We just simply demystify these things for you.
Graduated in Engineering from the university but I did not know any of these things. I am probably the biggest failure you have met. I just continue to have failed, failed, failed, failed and failed so many times….. and I have learned from these experiences and get better, right? And try not to repeat those mistakes… to the point that we can share our stories and insights with people to avoid those pitfalls and that is our mission. Educate and Empower people.
People have gained their courage and it is normal to do it scared to get started. I found that writing my own journey of trying to live well and invest gave us the accountability to create real change in many lives and that is what we can share, no more no less.
We are always happy in making great things happen for you.
But Are You Ready To Take Action and Change Your Life?
One mother’s words will sum it all up:
“One of the heart-wrenching moments of my career was when my daughter had a special event at her school and I also had a work engagement that same day that I absolutely could not miss. I thought that by having my husband attending would be sufficient. But, one of the activities was a mother’s day tea celebration and since I was not there, her grandmother had to fill-in for me.
I had to deal with the fact that I made the choice to be at work, instead of with my daughter. I felt shattered and was resentful on many occasions and because of these guilty and unhappy feelings – that’s when I needed to make a change.
Somebody hears our prayers and He knows the desires of our hearts… that was four years ago when we started the journey and we can say that it truly CHANGED our lives… with all honesty, It was hard and it was a big decision for me and my husband to give up our high paying jobs but as the saying goes “its in our moment of decision that our destiny is shaped”…. we jumped and took the leap of faith to make things happen… and that is to have MORE TIME WITH OUR KIDS without worrying about our finances.
Now that we are both jobless I can unequivocally tell you that it was the best decision we have ever made and this is the best time we have ever spent. We wouldn’t trade any amount of money to not have that time with them. Our kids grow up so fast and once that time is over, we can never get it back.. thank you for touching and changing our lives for the better…. thank you Lord for putting the right people in our lives at the right time and for the right reasons… Thank you Lord for these wonderful people. “
Ensure that your family will be able to maintain their lifestyle in the unfortunate unexpected event that you pass on..
Retire Early, enjoy and spend more income in retirement with less risk and better protection.
Protect you financially if you suffer a serious illness. It provides a tax-free cash upon diagnosis of a serious medical condition.
Is it a Bad Idea to Retire Early? Enjoy & Spend More
Income with Less Risk and Better Protection?
Stress Free Outlook
You are your own life expert. Selecting your advisor partner who genuinely care and understands this and is committed to always act in your best interest is key to your future success.
Feel Happy
Change your insights and relationship with money. Be in control, confident and feel abundant. Move away from “survival mode” and start to dream big again. Be truly happy and feel secure financially.
Financial Confidence
Be inspired and financially confident with honest and genuine care. Create Financial Confidence and Retire Early. Achieve a balanced growth and transformation in your personal, spiritual and financial literacy. We are always happy to make great things happen for others.