How our process works:

1. Allow us to provide a complimentary Presentation Overview. This Information will provide financial literacy that will cover much needed details and resources such including: debt management, building cash reserves, Life Protection, Estate Planning, Compounding interest, 401k faqs and diverse methods to building individual and family wealth.

2. A state-licensed agent will provide our client a free consultation, known as a Financial Needs Analysis , either in-person (or virtually over Zoom) to help understand the current situation and work together towards financial freedom.

3. Our Trained Professionals work with our clients, in determining a plan of action and set goals, such as getting out of debt, building a college fund, starting a retirement account or even buying a home.

4. We assist you in building a firm foundation for financial stability. We recommend affordable options that best fit your goals and needs for the short and long term.

5. Its that easy!

Keep in mind, we stress the importance of client confidentiality, cultural sensitivity, honesty and integrity for the families we assist. Our goal is help our communities and future generations flourish, especially our Indian Country.