Newsletter & Promotions
The best way to thank us for providing excellent service is by referring us to your friends and family. We are currently offering a 10% Limited Time Referral Fee as part of our Share The Wealth Promotion for all new clients referred for the total value of first year services rendered upon receipt of payment. No sign up is required. Simply have your friends, family, or colleagues provide your name during their consultation and receive this CASH bonus from us! As we are licensed to operate in all 50 states, and can work with you directly from the comfort of your home or business through our encrypted online video portal, the referral opportunities are endless!
Financial Education Seminars & Networking Events
According to the law of averages, your wealth is a function of the average of the five people you spend the most time with. We want to provide our clients with the opportunity to make connections with some of the most successful people in the world. "Financial Friday" is our FREE monthly financial education seminar offered exclusively to our clients. We have experts such as hedge fund managers, former Shark Tank contestants, business leaders, motivational speakers, financial advisers, and others provide guidance on a financial topic through a Q&A style format (e.g. how to build a Shark Tank ready business, how to obtain financial independence, how to increase your credit score, how to buy a home, how to obtain business funding, etc.) and broadcast live to clients who are not physically in attendance. Afterwards, we host an informal networking event where you can meet and greet local business owners, converse with our speakers, discuss business topics, and add valuable connections to your network. Space is limited and we reserve the right to restrict and prohibit attendance.