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Financial Report


Think BIG.  Dream BIG.

Product & Service Offerings:



Personal Finance, Investing, & Corporate Finance



Market Securities & Investment Strategies


Finance, Investing, & Treasury Management Strategies . 

Investment Group & Fund 

Administrator & Asset Manager.

Our Mission

To improve Americans' financial knowledge and confidence in the areas of saving, spending, and investing. 

  • To provide educational information, tools, and resources, that are simple and easy to use.


  • To assist in boosting the National Financial Literacy rate & National Investment Rate Among Minorities.

  • Address economic & financial inequities and disparities.  

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Trust Us

To be a valuable resource to help You build your overall Financial Health & Wellness.

Whether it's:

  • Personal Finance

  • Investing

  • Corporate Treasury

We have you covered! 

Financial Wellness Path

Happy Family

Achieve Healthy Finances


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Start Investing To Make Your Money Work For You


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Explore Your Passions to Create Additional Income



Our Why

Over 20%

Of Adults are not able to pay all of their current month's bills in full​

Of young adults under age 30 receive some form of financial support from someone outside the home


Great Service very professional definitely recommending to friends and family!!


Josh Roth

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