Easy! We actually care. Unlike the large majority of Wall Street and the Financial World, we aren't here solely for a paycheck. We want to help others find the peace and success they are looking for in life. Whether that's through training an interested person in becoming a fully licensed financial professional, or a person just wanting to know that they will be able to retire without working until they're 100. One of my favorite shows was Mr. Roger's Neighborhood because he respected, treated, and truly loved everyone equally. That is the same attitude and culture that we strive to build here and it shows through many happy clients!

We do not require any client to have a minimum net worth, a certain level of assets, knowledge, income, etc. We are here for one reason and one reason only; to educate people and help them get from where they are currently to where they want to financially be in the future.

We offer the same experience, knowledge, and licensed professionalism as Wall Street. So how do we get away without charging clients exorbitant fees as is typical with Wall Street? Simple! We have worked out partnerships with hundreds of different companies across the financial sector. We help save that company millions of dollars in advertising, we don't have to charge the client, and the company pays us for bringing them business.

TL:DR - We bring a client to a company and they pay us in lieu of them advertising.

Because of the way we get to operate our business, we are not bound to any one company and get to find the best of the best products and services for our clients, regardless of what they're looking for, and the client doesn't have to pay anything out of pocket. It's a win-win!

100%! I am a U.S. Marine Veteran that comes from several generations of Military. I work with non-profits that help fellow Veterans in different capacities as well. I also enjoy finding current and former Military members to work with as the level of discipline learned in service translates well to the discipline needed to succeed in financial services. Seeing many different cultures, a lot of us have a heart for helping others in whatever way we can. Life wasn't meant to be done alone and finding the people to join you in helping others makes for a powerful and effective team.

While we are not 100% carbon neutral or negative yet, we do as much as we can to get there. We support the development of clean energy, teach responsible and sustainable agriculture techniques in our personal lives, build habitats for local wildlife, help spread the practice of permaculture, and help local communities develop gardens and food producing plots to provide for better food security.

A portion of our proceeds go towards non-profits dedicated to helping make this world of ours a better place for our children and grand-children. Some of our members are currently building a non-profit that will be going into local communities, planting food forests, building aquaponics setups, and teaching the residents how to farm. We also support non-profits that work with reforesting and developing habitats for animals and insects, non-profits that help feed children, and non-profits around the world that are dedicated to helping reverse the damage corporations have and are causing.

Just as our name states, we focus on helping build up local communities versus just enriching the mega-corps. We proudly serve and focus on individuals, families, schools, and locally-owned businesses. We believe that building a strong and thriving community benefits more people greater than whatever the stock market is doing on any given day. We provide work-from-home jobs, help people save money, give to those in need, as well as help people plan for (and actually achieve) retirement and their other financial goals. After all, a rising tide lifts all boats!

You can visit some of our Community Partners HERE to find out more.