Plan wealth now, and then enjoy life!

We are filling a serious gap in wealth education.

Millions of Americans - especially first-gen immigrants - are relying on employers, property-purchases or stock-investments to fund life events. But there are very efficient tax-advantaged financial products that can do it better and more safely. Yes, these products need configuration and customization - and are therefore regulated and not available to the retail consumer. And tragically, very few even know about these options for planning wealth.

Traditionally, these products were available through large institutional brokerages or private wealth management companies. We asked why this perceived exclusivity. Most of us don't consider ourselves 'wealthy', don't think we need 'wealth-managers' and therefore don't even try to explore options. So, we set out to make 'wealth' approachable to all by reaching out within our communities and starting conversations. We were truly surprised to find the number of very successful and educated professionals who had not thought of actively planning wealth. Most are busy making money and 'investing' it somewhere. They have not built an overall wealthplan considering all life events, taxes, their goals and dreams. We take pride in having helped them cover this crucial requirement.

We have now grown into a national network of over a 100 professionals, rapidly educating our communities and helping build wealth. Our Distribution Division supports entrepreneurs within our team in launching their own independent businesses. The demand is huge and we have just started. Our goal is to grow along with the communities we serve. And there are no limits to growth.