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Our Why

WEALTH INEQUALITY

U.S. income and wealth inequality have grown substantially over the past 60 years.

WAGE GROWTH

For those fortunate enough to have stable jobs, inflation-adjusted wage growth has been stagnant for 40 years.

SAVINGS & CREDIT

44% of American's cannot afford a $1,000 expense.

The average balance on a credit ard is $5,733

MIDDLE CLASS

The path the middle-class life has disappeared for millions of hard-working people. living paycheck to paycheck

Image by Paul Skorupskas

Vision

To be the trusted catalyst for wealth creation, offering innovative solutions, expert guidance, and a vibrant community for all to:

improve

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

provide

Provide educational information, tools, and resources, that are simple, intuitive, and easy to use.

Assist

Assist in boosting Business Ownership, the National Financial Literacy & Investment Rate Among Minorities.

Partner

Partner to provide input and develop solutions on policies that create economic & financial inequities and disparities. 

Holding Hands Up High

Mission

 

Empowering Futures.

To help individuals and organizations reach income independence

Achieving Financial Success,

Together.

Who We Are

Trailblazers

  • In Financial Empowerment & Innovation

  • Providing the knowledge, strategies, and network to help individuals and businesses achieve financial success, sustainability and security.  

Expert Consultants

  • With finance & investing expertise, we deliver transformative financial solutions to drive our clients' success in an ever-evolving landscape.

  • Revolutionizing the way individuals, businesses, and entrepreneurs navigate the complexities of the financial world.

Advocates

  • Of building, protecting & passing on generational wealth.

  • Passionately committed to fostering a more inclusive, equitable, and resilient global financial ecosystem.

Partners

  • Striving for the highest social impact through education, groundbreaking methodologies, and strategic community collaborations. we

  • Join us in embracing the transformative power of BIG as we shape a brighter future, propelling the world towards extraordinary financial achievements."

Reviews

WHAT PEOPLE SAY

Portrait of a Man

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

 

Josh Roth

Recognized by NFEC

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Our Values

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Excellence

We strive for excellence in everything we do, maintaining the highest standards of quality, integrity, and professionalism to deliver exceptional financial solutions and services.

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Innovation

We foster a culture of innovation, continuously exploring and implementing cutting-edge strategies, technologies, and methodologies to stay ahead of the curve and provide our clients with forward-thinking solutions.

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Empowerment

We are dedicated to empowering individuals, businesses, and entrepreneurs, equipping them with the knowledge, tools, and resources they need to achieve income independence, financial success, and long-term sustainability.

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Collaboration

We value collaboration and partnerships, recognizing the power of collective intelligence.

 

By working closely with our clients, communities, and industry experts, we build synergistic relationships that drive positive change and create a more inclusive and resilient financial ecosystem.

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Impact

We are driven by the desire to make a meaningful impact on the financial well-being of individuals, businesses, and communities.

 

We actively contribute to financial equity, resilience, and social progress, leveraging our expertise and influence to create a brighter and more prosperous future for all.

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