To Tap a Trillion $ Industry

Explore how our team is contributing to create a new industry in financial services marketing industry by helping individuals and everyday families by empowering them to build businesses that address middle-income families' growing need for financial services. 


of Wealth Building Process

Wonder how we are leading our way to become one of the household name in financial services industry by helping individuals, families, and businesses get the financial education and tools they need? 


101 BOOK & Master The Money Game

Do you want to master your personal finance and find a simple way to achieve your financial goals? Grab this simple yet powerful finance 101 book and discover the strategy to get ahead of your personal finance game for zero cost. 

Our Vision

To give people from all backgrounds the power to become financial services business owners, so that every family can access financial knowledge, products, and resources to prepare for a better future.

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Our Mission

To empower financial services entrepreneurs with the tools they need to help families have better futures.

To empower financial services entrepreneurs with the tools they need to help families have better futures.

Our Mission

To empower financial services entrepreneurs with the tools they need to help families have better futures.

Products & Providers

We help many of the industry's top financial services and insurance companies bring their products to families throughout North America.

The list above indicates companies that we can represents. It is not necessarily a list of product providers that all our associates identified on this wepbage is able to represent.

Real-World Products

Our focus is to change lives by matching education with common financial tools and strategies that help families overcome real-life financial challenges. The knowledge and ability to save, protect, and grow money is something everyone should have access to.

Insurance Protection

The most important part of preparing for the future is protecting it. Help clients prepare for uncertainty, as they may live too long, die too soon or become disabled. They need products that can help them protect the life they’ve built.

Retirement Strategies

A key to any financial strategy is preparing for retirement. You'll be able to offer people a variety of options to help them prepare for their leisure years.

College Funding

Whether preparing to send the first - or fifth - child to college, many families can benefit from the help of a financial professional.

Legacy Strategies

Without a personal legacy plan, the value of someone’s estate can be eroded by taxes, and the disposition of their assets may not be what they intended. Families need to be aware of this risk. They need a financial professional who can work with their attorney and tax professional in funding legacy strategies that can include life insurance products.

Long-Term Care

A plan to cover long-term care expenses is often overlooked but can be a key component of a solid financial foundation. Although the need for long-term care may be far into the future for many people, the time to plan for it is now – to help ensure expenses are covered if and when extended care is needed.

Business Solutions

Small business owners need financial and insurance solutions for themselves and their employees, and they need to ensure the future security of their business. As a licensed financial professional, you can offer a variety of products and services to help them meet these needs.

What Drives Us?

Millions of families don’t have the financial flexibility and security they need to go after their dreams.

The number of  U.S. workers living paycheck-to-paycheck1

The number of American households that do not have life insurance; 35% of all households would feel adverse financial impacts within a month if the primary wage earner died2

More than half of Canadian households indicate they personally need life insurance coverage; three in ten say they should have more coverage3

Over a quarter of Canadian Gen-Xers haven’t saved anything for retirement4

  1. "78% of Workers Live Paycheck to Paycheck." Zack Friedman, Forbes, Jan. 11, 2019.
  2. "The Facts of Life and Annuities." LIMRA, 2018 Update.
  3. "Canadian Facts About Life 2019." Facts from LIMRA, Accessed August 26, 2019.
  4. “Gen-X Feels Squeezed in Retirement Planning,” Advisor Magazine, July 24, 2018.

Our Commitment

As a financial professionals, we are focused on you and your needs, goals, and objectives. We strive to help individuals, families, and businesses create a sound strategy for the future focused on reducing debt, saving money, protecting those things that are most valuable to you, and helping entrepreneurs reach their dreams.

Start by calling us or scheduling an appointment now...

1 (817) 775-5575  OR

There are two primary ways we hope to assist with your financial future.


By helping you reach your personal financial goals for yourself and your family.

How much money will you need to live the way you do now when you're retired – or to provide for your family if you were to lose your income? Confronting questions like these doesn't have to be scary. With knowledge, strategy, and action, we can work together to help you reach your goals and pursue a future of financial independence.


By helping you build a rewarding business as a financial professional.

If you had the opportunity to be your own boss and build your future by helping others work towards financial independence without quitting your current job, how long would you wait? Not only will we show you how – We’ll help you do it.

Money won't solve all your problems. But it could solve your money problem.