Explore our services.
Pathways
This module offers beginner techniques that focuses on helping participants to understand foundational principles of personal finance: budgeting, personal credit, and becoming bankable.
Legacy Wealth Study Group
This module is devoted to those who have mastered the Pathways model concepts and have the foundation necessary to grasp the concepts critical to obtaining sustainable wealth. Topics will include, but are not limited to real estate investing, life insurance as a financial tool, investing in equities, creative tools for tax efficiencies, etc.
Entrepreneur U
We will assist early-stage entrepreneurs with creating infrastructure around their fledgling businesses. Topics include, but are not limited to proper business structure, revenue forecasting, marketing, acquiring business credit, and raising capital for operations.