Financial Legacy Builders

?? ???????????????? ?????????????????? ???????????????? One Person At A Time Through Education, Empowerment, & Entrepreneurship! ?? ?????? ??????????????: Our mission is to change the ?????????????? & ?????????????????? of the financial services industry, provide financial education to families, and empower them through entrepreneurship! ?? ???????? ???? ????: FLB Agency aims to ?????????????? individuals on financial concepts that the rich & wealthy have known for generations, ?????????????? families to take charge of their financial future, and provide a clear pathway to ???????????????????????????????? for those interested in serving others. ?? ?????? ???? ???? ????: We host ???????????? ???????? ?????????????????? ?????????????????? to educate individuals on the money game. We take clients through a 3-step process that places ???????? in the driver’s seat. Most importantly, we help you gain the knowledge necessary to make informed decisions about possible solutions that will help you achieve your financial goals! ?? ???????? ?????????? ???? ??????????????????: ?? Financial Planning - Financial Counseling - Financial Coaching (TRUE holistic planning coverage!) ?? Certified Financial Fiduciary? - the HIGHEST fiduciary oath to clients! ?? We ?????????? charge for review, management fees, etc.! ?? Every referral to us = a ???????????????????? ???????????????? made in your name! ?? ?????????????? ????????????????????????: We are a broker with access to every single insurance carrier in the country, allowing us to provide tailored solutions for you and your family! ?? We take the time to conduct a thorough financial needs analysis to ensure ???????? goals and needs are met and provide you with customized plans to achieve your dreams! ???????????????? ??????????????: ? Financial Coaching & Planning ? Financial Products & Services ? Financial Education & Workshops ?????????????? ???? ??????????! ?? (937) 400-2444 (call or text) ?? [email protected]

所属行业

金融服务

规模

2-10 人

总部

Dayton，OH

类型

私人持股

创立

2021

领域

financial planning、insurance、fiduciary、social security、investments、estate planning、financial life manager、budgeting、financial literacy、education、financial advisory、disability insurance、life insurance、long term care、financial consulting、legacy planning、college savings、health care、medical insurance、income insurance、tax free income、retirement planning、income tax planning、tax mitigation、investement strategies、financial strategies、money management、medicare、medicaid、veteran benefits、government retirement、debt management、legal assistance、taxation、financial counseling、financial coaching和holistic planning