Mon - Sat: 9:00am - 5:00pm CST
Develop high income skills
Learn and establish a business system
Build a life you love
Sarah's Story
Sarah’s journey is as broad as her perspective. She’s lived decades in places as different as rural Papua New Guinea, mainland China, and small-town Missouri. Those experiences taught her that every person really does have a unique story. She likes to say, “each person and each business is unique, and I believe it is important to listen and ask good questions”.
Sarah uses all those insights to help families reach their goals. Her approach is deeply personal and empathetic – she meets people where they are and tailors advice around their dreams and challenges.
Along with her husband Bob, she proudly shares that they want to help people “dream again, walk in freedom, live generously, and maximize their impact.” She recruits only those with “integrity, heart, and a desire to grow”, so her team is made up of people who genuinely care about serving others.
Sarah also believes true success is balanced with life: her team aims to help people grow in “faith, family, finances, fitness, and fun”, proving that prosperity isn’t just about money but about building a meaningful life. In practice this means her office culture is built on support and mentorship every step of the way. Sarah leads by lifting others up.
She often mentors new agents herself, celebrating every win and guiding them through challenges. The founding promise of her team is that “no one gets left behind” – every agent and every client is supported toward success.
When new agents hear her story, they’re inspired by her authenticity and passion. They see that working with Sarah means joining a movement: one where you can grow in your career and help people change their lives.
Vision
We’re building foundation for a lasting legacy
where future leaders rise, lives are changed, and our impact ripples across generations.
We are creating a team of mission-driven professionals.
Our approach is different.
We provide education and encourage a value-driven life.
We offer practical tools to help our emerging leaders take the next right step in their journey.
We’re building a movement of people who serve with integrity,
lead with value, and grow a career they can be proud of.
And we’re just getting started.
Mission
Multiplying/Building Financial Entrepreneurs for Financial Education Movement so there is
#NoFamilyLeftBehind
Our Values
Faith
Family
Finance
Fitness
Fun
The Financial Entrepreneur Coaching Journey
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. Apply for an Interview
Schedule a meeting with a member of our team to see if becoming a Financial Strategist is right for you and for us. Your meeting invitation will contain a link to a Virtual Journey that you will need to take before the meeting.
Our team is connected within a larger financial agency, with the ability to accelerate new financial entrepreneurs towards mastery.
2. Begin Training
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. Get Licensed
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. Business Plan
Once you’re licensed, we will help you develop your own tailored business plan that meets your goals and dreams.
5. Grand Opening
Get your name out there. If you opened your own restaurant, would you just swing wide the doors and expect people to walk in? No! You would want to tell everyone about it. Once they had a taste of your great service, they would send people your way.
The same principle applies here. We will help you build awareness around your business, so people know how to come to you for help with budgeting, getting out of debt, proper protection, wealth-building, retirement planning, legacy planning, and more.
6. Leadership Development
Access leadership training and coaching at each step of the journey, with a clear path to the top from day one. Step into leadership yourself and begin training newer financial professionals with the skills and resources you have now learned.
7. Certification
Sign off to serve clients on your own. We have 2 levels of certification. The first equips you to serve perhaps 80% families. The second equips you to serve business owners and high networth clients.
8. Personal Brand & Growth System
Build your online presence with support from business and marketing systems and templates.
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