Frequently asked questions
Yes, absolutely. We never charge fees for our financial education, consultation, or planning services. Our mission is to make financial security accessible to every family, regardless of their starting point. Your trust is more valuable to us than any commission.
We offer three main services: life insurance planning (helping you protect your income and loved ones), budgeting and financial clarity (organizing expenses and reducing debt), and generational wealth education (building lasting financial security). All services are provided for free with expert-backed guidance.
No. We work with families from all walks of life, especially those traditionally overlooked by the financial industry. Whether you're just starting out with personal finance or rethinking your financial path, we meet you where you are.
We focus on education and your best interest rather than commissions. Our team includes actuaries, PhD mathematicians, and certified financial professionals. We provide zero pressure, transparent guidance, and strategies personalized just for your family's unique situation.
Our team includes Boshra Kargar (PhD in Mathematics, Master's in Economics, Associate of the Society of Actuaries) and Daniel Salisbury (Master's in Economics, Master's in Statistics, experienced Data Scientist). Combined, our team has over 30 years of financial services experience.
You can call us at 737-336-2723 to discuss your financial needs and schedule a free consultation. We'll listen to your story and create a personalized plan based on your goals and family situation.
That's exactly why we're here. We explain complex financial concepts in plain English and make sure you understand and feel confident before taking any action. No jargon, no pressure.
Yes. We take data security and privacy seriously. All client information is protected with industry-standard security measures and handled with complete confidentiality.