As a Licensed Insurance Agent and Financial Advisor, we help new employees adjust to their new environment, discover their interests, and learn how to maximize their earnings. This continuation of the program is to ensure that recent Graduates, Young Professionals, and more importantly their families have a solid understanding of how to make earned money work for them. We expose them to financial strategies to implement with what they have TOGETHER.
We help our "Partners" understand Forex, Real Estate, Ozone Investments, and Owner or Part Owner of a Small Business. Our goal is to promote early adoption of the financial concepts that are taught so they understand how to strategically make their dreams come true using their current resources. We believe you can make your dreams come true even while working for someone else; not everyone should be an entrepreneur but there should still be a strategy in place to reach your family goals. The topics covered include:
1. Investments (Forex, Stock Options, Real Estate)
2. Life Insurance
3. Annuities/Bonds
4. Increase cash flow with multiple income streams
5. Pay debt strategically
6. Accumulate assets, not liabilities
7. Housing Options and Rights
8. Wealth preservation
