Buying life insurance is one of the most important financial decisions.  Life is full of surprises and no one knows what the future holds. Unfortunately, people die prematurely every year from illness or accident.  This could have devastating consequences for your loved ones-their ability to pay household expenses, debts and maintain their standard of living.  The least you can do, therefore, is to secure your family's financial future by buying a life insurance policy.   Life insurance is the first step to wealth Management 

For individual investors only. Please make sure your time zone is correct above.

For financial advisors only. Please make sure your time zone is correct above.

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Business registration with the State (LLC)EIN#Operating Agreement

Term Life Insurance for a maximum of 35 years- Can be renewed once time is up- Cheaper than Whole Life Insurance- More Death Benefits for less monthly premium- Riders can be added and premium is subject to change.

Individual Retirement Accounts- Roth IRAs - Traditional IRAs - 403(b)- AnnuitiesIf you had a 401(k) or another qualified retirement account with another bank or financial institution, we can help you rollover or transfer that balance with us.

College Accounts for individuals under the age of 18- Custodial Account for a specific Student at a time- Section 529s- Coverdell- UTMA- UGMAThese can be transferred to other students if the current student does not need it or chooses not to use it for college.

Mortgage Protection, Final Expense, Retirement and Income Planning.

Our Accounting & Bookkeeping Service is designed to provide comprehensive financial management solutions for businesses. With our expertise in accounting and bookkeeping, we ensure accurate record-keeping, timely financial reporting, and adherence to regulatory requirements. Our service is flexible, accommodating on-site, mobile, and virtual appointments to meet the unique needs of our clients. By entrusting your accounting and bookkeeping tasks to us, you can focus on growing your business knowing that your finances are in capable hands.

Book your first FREE 20 min Financial coaching session with Iyesha J!  We will tailor your first free session to assist you with the following:- Defining your current financial goals (savings, investing, debt pay-down, etc) and getting a clear picture for what you hope to achieve as far as personal finances go- We will discuss Budgeting Strategies to help you meet set SMART (Specific, Measureable, Attainable, Realistic , Timely) goals over a planned time frame-Action steps that you can follow immediately upon ending your first session.

This session is tailored for individuals who have completed their first Free 20 min Session with Iyesha J. This session is for clients who are ready to take control of their personal finances and need a more personalized structure tailored specifically to them and their financial situation. This session is highly recommend for individuals who need assistance with the following:Paying off  student loans or credit cardsBuilding up savings and/or a solid Emergency fund (6-12 months of expenses)Building better spending habits overallGetting out of the cycle of living paycheck to paycheck  These sessions will occur over an agreed upon time frame for which you will gain the following :Personalized budgeting strategy created specifically for YOU in order to assist you in meeting your defined financial goalsBi-weekly 1 on 1 coaching calls with Iyesha J Month to month financial breakdowns, ratios and in-depth analysis of personal spending, debt, and savings.Money behavior and mindset transformationIncreased Awareness of basic financial concepts, and pro tips to help you build a solid financial foundation.