Make 2026 the year you build generational wealth for your family
Everything your family needs to secure their financial future - completely free when you meet with one of our expert Financial Strategists.
Digital Copy: "The Power of Zero"
Bestselling book on tax-free retirement
Last Will and Testament
Legal document to protect your legacy
Medical Power of Attorney
Healthcare decision protection
$5,000 AD&D Insurance
Accidental death & dismemberment coverage
Complete Financial Review & Game Plan
Personal and/or corporate financial strategy
No obligation • No hidden fees • 100% Free
Did you know? Most Americans don't have a Last Will and Testament—yet almost everyone knows they should. The problem isn't that people don't care; it's that they don't know where to start or think it's too complicated or expensive. We make it easy. We'll show you a simple, straightforward route to getting it done during your FREE financial review.
Even more critical: A Medical Power of Attorney is essential for anyone over 18. Many people don't realize that once your child turns 18, you can no longer make medical decisions for them if they're unable to do so themselves—even as their parent. Without a Medical Power of Attorney in place, loved ones can be left unable to help during a medical emergency. Don't wait until it's too late.
Select your preferred Financial Strategist to get started with your FREE 2026 Family Essentials Wealth Kit
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You get a dedicated Financial Strategist who takes the time to understand your family or business needs, your financial goals, and when you want to reach them. Plus, receive exclusive benefits worth thousands—all free through our non-profit model.
We never charge our clients for anything. Plus get a free Will, $5,000 accidental death insurance, exclusive tax strategies, and retirement optimization techniques.
Get matched with a licensed professional who becomes your dedicated guide—someone who truly understands your situation and goals.
Access tax strategies most people don't know about and learn how to maximize retirement returns with techniques others won't share.
We use modern technology to enhance our service, but you always have a real person guiding you through every decision and milestone.
Get matched with a dedicated Financial Strategist who understands your unique situation and personally guides you to your financial destination. Our entire program is 100% free—no hidden fees, ever.
You'll be matched with a licensed Financial Strategist who takes time to understand your family or business needs, your goals, and when you want to achieve them. This becomes your dedicated financial guide.
Your strategist uses their expertise and modern tools to design a personalized Financial GPS roadmap that fits your specific situation, timeline, and destination—not a cookie-cutter solution.
Your dedicated strategist holds your hand through implementation and provides ongoing support. You always have a real person to call when you need guidance—all at no cost through our non-profit model.
Stop going it alone with generic financial advice. Get a dedicated Financial Strategist who understands your specific needs and personally guides you to your financial destination—all completely free through our non-profit model.