Start my personal financial journey where I would take full ownership of my family's finance
Me and my team is happy to sit down with you for a free personal financial review and be resources to your financial journey
A safe conversation enviroment
Educational Approach
Customized Financial Strategy
Most people struggle to talk about their Finance is because…
High start-up cost
Limited clients to work with
They don’t use a proven framework to get results
Insufficient leverage
High start-up cost
Limited clients to work with
They don’t use a proven framework to get results
Insufficient leverage
You are the Hero of your family, we want to put resources on your hand....
You are the hero decided to take responsibilities to your financial future, we want to put resources to your hand.
High start-up cost
Limited clients to work with
They don’t use a proven framework to get results
Insufficient leverage
High start-up cost
Limited clients to work with
They don’t use a proven framework to get results
Insufficient leverage
The challenge of Traditional Financial Service
You can work anywhere you are licensed, and from anywhere you have good internet! That means you can serve clients while experiencing the life you want to live.
Income is uncapped.
On top of that, we believe in the 5Fs of Faith, Family, Finance, Fitness and Fun.
Faith and family are at the top, and should not be sacrificed for work. In fact, we encourage couples to be in business together, building a family business that can be passed on generationally.
And through it all we love to have fun and stay healthy and strong! You’ll have opportunities to earn a spot on life-changing trips both domestically and internationally.
Our Solutions
The Amazon Model
Access 3 sides of Financial Industry
None Captive
Educational Approach
Financial Strategy Team
No Hourly Rate, No Minimums
Our consulting approach
As long as you are coachable and willing to grow, we have trainers and coaches who are experienced to coach you through each stage.
1. Listen
Complete a short application and schedule a meeting with a member of our team to see if becoming a Financial Strategist is right for you and for us.
Our team is connected within a larger financial agency, with the ability to accelerate new financial entrepreneurs towards mastery.
2. Educate
Accelerate your growth with online, live, and in-field training. You can learn and launch as quickly as you can run! Or if you need a slower pace, that’s ok, too. Many people start part-time, keeping the security of a W2 job until this business replaces their desired income.
3. Strategize
Get your licenses to do business. Our industry is highly regulated, and requires licensing. Most people start off with their life and health insurance licenses. Then, if it makes sense, they add their securities licenses. The licensing fee is paid to your state, and for life and health averages $300 - $600, depending on the state.
4. Implement
Once you’re payable, meet with leadership to develop your own tailored business plan that meets your goals and dreams.
Book a free personal financial review, you’ll get…
Financial Education
Training on different client scenarios
Customizable templates and scripts
An active, supportive community to help you grow
Personalized business development strategy sessions
Leadership development from millionaire leaders
Hear from our client the Leungs as they
Our Financial plan could be your GPS towards your goals and dreams
It really motivate us when we see individuals and families are walking in more freedom, more hope and more impact
Financial Education
Training on different client scenarios
Customizable templates and scripts
An active, supportive community to help you grow
Personalized business development strategy sessions
Leadership development from millionaire leaders
Hear from our client the Leungs as they
Stories from our clients
It really motivate us when we see individuals and families are walking in more freedom, more hope and more impact
Financial Education
Training on different client scenarios
Customizable templates and scripts
An active, supportive community to help you grow
Personalized business development strategy sessions
Leadership development from millionaire leaders
Hear from our client the Leungs as they
Schedule a Business Financial Strategy with Sarah
As a Financial Strategist, we help business owners increase profitability, increase retention, reduce taxes and form exit strategies. We also work with a CPAs, insurance professionals, estate planning lawyers, security advisors, etc. to treat your net worth like its own company
Connect WITH SARAH
Connect with Sarah on social media
The Power of Choice for Families
Cash flow strategies
Debt strategies
401(k) / IRA rollovers
Fixed Indexed Annuities
Personal pension plans
Life insurance
Living benefits
Indexed Universal Life insurance
Universal banking strategies
College plans
Long term care
Disability insurance
Estate planning
Legacy planning
Family tax saving strategies
The Power of Choice for Businesses
Buy-sell agreements
Capital Maximization Strategies
Executive bonus plans
Key employee benefits
S.O.L.A.R. plans
Split dollar loan plans
Tax reduction strategies
Restricted property trusts
Blockchain trusts
Partner to Serve
Referral Partner
Strategic Partner
Business Partner
Services
Free personal financial reviews
High networth family strategy sessions
Business owner strategy sessions
Guest speakers on financial education
Guest speakers on entrepreneurship
Portfolio analysis
Workshops
Work with Me
Mission #NoFamilyLeftBehind