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5 Times You’ll Be Able to Teach Your Kids About Money Management
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For many business owners and busy professionals, there’s little time left after career and family to deal with personal finances. Unfortunately, being too busy can be costly.
Perhaps you’ve saved some money, bought some life insurance or invested in the market. But have you taken the time to examine your current financial situation to ensure that you are on track to meet your long-term financial goals?
That’s where I can help. Whether you are concerned about your own financial situation or that of your family or your business, I can help you identify your financial planning needs, and then address those needs by blending a wide range of insurance and investment products.
To positively impact every individual that I encounter, and to add value to every individual that I meet.
To create, retain, and distribute multi-generational wealth in the African American community.
To build and protect wealth for my clients' families, my family, and the families of every individual that I attract to the career.
To live a life that is reflective of Christ.
To be my best spiritually, physically, personally, professionally, financially, and emotionally
To treat everyone in the manner in which I would want to be treated.
To act with integrity in every transaction.
To be dependable, reliable, and responsive.
To put the needs of my clients first and leave myself at the door.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4