Financial Needs Analysis

Would you like your children's lives to be worse, the same, or better than how you grew up?

If BETTER is your choice, our agency suggests ensuring your income is a strategic priority to begin with.

We offer a variety of strategies to ensure your family's financial future should you die prematurely.

Have you evaluated how much you need to retire comfortably? 

Provides a detailed analysis of how much money and assets you desire to live your later years well off.

Illustrates strategies for paying off credit cards and loans in the quickest, most efficient manner, potentially saving you hundreds of thousands of dollars in interest and over payments.

Working with our agents provides the following benefits:

- Dedicated underwriting team

- Wholesale pricing and discounts

- Pricing grids with multiple product options

- VAL - Verified Approval Letter

- Credit Upgrade at no cost, including a customized actionable plan from a credit consultant that may help you or your clients improve their FICO score.

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Projects actual costs for specific schools you select, 

then 

It shows you several strategies for funding your children's educational expenses.

Knowing your FIN (Financial Independence Number) is the corner stone to achieving FREEDOM.  

We provide a fully customized and confidential financial game plan that consolidates all your information and outlines specific steps to help you take action.

Unlike other banks and financial institutions, we are a FREE based complementary service not a FEE based Agency..