We did the best that we could earlier in life. We did not have someone showing us the way to having a great retirement or show us how to get our kids through College. We have turned Chaos into certainty. We are helping people build wealth and a tax free retirement. We want to help as many people as possible become financially free through a financial education. Most people leave liabilities we want people to leave a Legacy. Our motto is "No Family Left Behind". My family was left behind and I've made it my life's mission to help families just like mine.
I was a stay home mom for 12 years. I worked part time periodically through those years. I was also a volunteer for both Boys and Girl Scouts. When I returned to work in corporate I was unhappy. I did not like the office and the culture. I did change jobs and I was still unhappy.
I moved to Texas and Started my business. We noticed that there was a need for financial services. I am very excited about this company for a lot of reasons, but one of the most important to me is that this company knows how to treat people right. We are also doing something that is fabulous for the consumer. It makes me feel great to know that I am helping people – that I really get a chance to make a difference in people’s lives. It is not just a little thing that we do. We are teaching people what they need to do in order to manage their own financial futures.
Our Vision is to create massive change in the marketplace, change the financial industry for the better, and transform people's lives.
Our mission is to build the largest financial services company with 250,000 licensed agents, create 1,000 millionaires, and help 10 million families achieve financial independence.
Our values to our clients are to provide the knowledge, support, guidance, and confidence to a successful and predictable financial future for their families and businesses.
Our values to our agents are to provide the tools, environment, mentorship, and examples of success to allow them to flourish.
We believe in the 5 F's
Faith, Family, Finances, Fitness, and Fun are the key to having a successful business and living a fulfilling life.
For Client : Someone that is in a relationship, has Children, owns a home, and makes combined income of 60K a year.
For Business Partners Someone that is Dissatisfied with their Job, Ambitious, Business Minded and Wants to Earn more income. We work well with CPA, P&C Agents, Realtors, Teachers, Medical community, and people with great customer service skills.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Are you currently accomplishing your goals?
Have you protected your family and your assets?
How confident are you about your retirement?
Describe How You Would Like To Be Introduced Via Email
Michelle is a Financial Professional, who is focused on helping families and business owners create a lasting legacy of wealth for generations. She helps families create a family bank and a tax free retirement. She helps businesses create an exit plan.