Why Choose Us

Why Work with Us

Our mission is financial literacy and helping the American public improve their financial mindset, plans and results.  We just released a widely- anticipated book with a nationwide media tour for a financial literacy campaign that will reach 100 million Americans over the next 12 to 18 months.  During this time we have both free client services and a need for more qualified professionals as we expand our mission and cause coast to coast.

Clients

A financial professional is a someone who helps you organize your finances and projects the results of your savings and investments so you can see how well prepared you are for retirement. They also help you make decisions with your money that will help you reach your financial goals as efficiently as possible.

Our services are free and our partners will give advice as to all of the following:

– What you need to do differently

– How much you need to save

– What types of retirement accounts to use (IRA, Roth, 401(k), etc.)

– What type of mortgage you should have, if you should pay it off, or refinance

– What type and how much insurance you need (this would include life insurance, long-term care insurance, disability, and sometimes property, casualty, and health insurance)

– How much to keep in your emergency fund

– What changes might improve your tax situation

– What rate of return you will need to earn to achieve your goals over a given time frame

– Whether it makes sense for you to downsize later in life

– What level of investment risk is appropriate for different types of accounts you have

Partners

We are undergoing rapid nationwide expansion as the client needs creates the mission as well as the business opportunity and we as a digital company are in the best position to service that client need.

We are affiliated with a number of the largest financial institutions in the world and we need people who are interested in interviewing for management and leadership roles.  This is an amazing opportunity to join an established company and team of professionals who are focused on long-term career growth, leadership opportunities and financial success.

Want To Interview For Something New, Big & Exciting?   Up For The Challenge?  Want To Find Out More About The Company & The Interview Process?  Let’s Talk!