Who Are We?
We are a group of independent professionals
certified and licensed in America.
We gather individuals, families, business owners,
financial providers and the largest insurance companies
in the US.
We strive to make financial products and services
accessible to everyone especially to middle-income families
and small business owners.
What do we do?
People don't plan to fail, They fail to plan
FTM associates can help you with sharing basic financial concepts,
foundation of protection, the right plan for your future and establish a
basic but solid financial foundation, to financially protect you, your family,
your business, your money and your financial future from recession
and major diseases or unexpected death.
FTM's mission and focus is to help families understand basic financial concepts. In our experience, after families are educated about these basic financial concepts, they can make their own informed decision about how we can help them get the right coverage & protection plan in place.
Step 1Understanding and Trust
Understanding basic financial concepts (interest, inflation, risk, tax, time) and not having a protection Living Benefit & Life Insurance can effect your future life & business.Step 2Personal Financial Checkup (PFC)
or Financial X-rayWhat Is A Personal Financial Checkup? Personal Financial Checkup (PFC) is a process used to identify financial needs and goals to help families make more informed decisions about their finances. PFCs are no-cost, no-obligation meetings between individuals and our licensed Associates.Step 3Solutions Based on your Goal and Financial needs
Our Associates are encouraged to never “sell” any product or service during an initial meeting. This approach enables families to assess their own situation and make informed decisions at their own pace without any unnecessary sales pressure.
What happens during PFC?
- During a PFC, our Associates meet with individuals, families, or business owners to explain fundamental financial principles in understandable language.
- Associates will put together a summary of your overall financial health by listening to you about your current situation and your goals for the future.
Understanding + Trust + PFC + Solution + Action = Achievement
CONTACT US NOW APPLY NOW & SETUP MEETING
How do I get started?
Start in just 5 simple steps (without any unnecessary sales pressure)
Register & login
Setup a meeting with a mentor & expert
Join the meetings
to get all your
questions answered
Get your
financial health check
With knowledge, take action & get the right solution based on your needs, guided by a mentor or expert
Financial Industry
We work with many financial providers and insurance companies. We can provide the best solution
based on your financial needs and goals, with one of the companies which provide more benefits and
lower cost in the United States without any unnecessary sales pressure.
What are we specialized in?
Annuity & Retirement, Life insurance & Living Benefit, Tax Protection, Asset Protection, Business Protection, Protection Against market risk, Final Expense, College Planning, 401k, IRA, 403B Rollover, Estate Planning, Premium Financing, Wealth Accumulation & Protection, Personal, Family & Business Tax Planning (Done By Top Tax Lawyers in the USA)
Who Are We?
We are a group of independent professionals certified and licensed in America.
We gather individuals, families, business owners, financial providers and the largest insurance companies in the US.
We strive to make financial products and services accessible to everyone especially to middle-income families and small business owners.
What do we do?
People don't plan to fail, They fail to plan
FTM associates can help you with sharing basic financial concepts, foundation of protection, the right plan for your future and establish a basic but solid financial foundation, to financially protect you, your family, your business, your money and your financial future from recession and major diseases or unexpected death.
FTM's mission and focus is to help families understand basic financial concepts. In our experience, after families are educated about these basic financial concepts, they can make their own informed decision about how we can help them get the right coverage & protection plan in place.
Step 1Understanding and Trust
Understanding basic financial concepts (interest, inflation, risk, tax, time) and not having a protection Living Benefit & Life Insurance can effect your future life & business.Step 2Personal Financial Checkup (PFC)
or Financial X-rayWhat Is A Personal Financial Checkup? Personal Financial Checkup (PFC) is a process used to identify financial needs and goals to help families make more informed decisions about their finances. PFCs are no-cost, no-obligation meetings between individuals and our licensed Associates.Step 3Solutions Based on your Goal and Financial needs
Our Associates are encouraged to never “sell” any product or service during an initial meeting. This approach enables families to assess their own situation and make informed decisions at their own pace without any unnecessary sales pressure.
What happens during PFC?
- During a PFC, our Associates meet with individuals, families, or business owners to explain fundamental financial principles in understandable language.
- Associates will put together a summary of your overall financial health by listening to you about your current situation and your goals for the future.
Understanding + Trust + PFC + Solution + Action = Achievement
CONTACT US NOW APPLY NOW & SETUP MEETING
How do I get started?
Start in just 5 simple steps
(without any unnecessary sales pressure)
Register & login
Setup a meeting with
a mentor & expert
Join the meetings
to get all your
questions answered
Get your
financial
health check
With knowledge, take
action & get the right
solution based on
your need,s
guided by a mentor or expert
No charge
Financial Industry
We work with many financial providers and insurance companies. We can provide the best solution based on your financial needs and goals, with one of the companies which provide more benefits and lower cost in the United States without any unnecessary sales pressure.
What are we specialized in?
Annuity & Retirement, Life insurance & Living Benefit, Tax Protection, Asset Protection, Business Protection, Protection Against market risk, Final Expense, College Planning, 401k, IRA, 403B Rollover, Estate Planning, Premium Financing, Wealth Accumulation & Protection, Personal, Family & Business Tax Planning (Done By Top Tax Lawyers in the USA)
Join us today and help families, learn more and protect yourself your family & your business.
Join us today and help families, learn more and protect yourself your family & your business.
1What is Personal Financial Checkup?
Personal Financial Checkup (PFC) is a process used to identify financial needs and goals to help families make more informed decisions about their finances. PFCs are no-cost, no-obligation meetings between individuals and our licensed Associates.
2What happens during PFC?
During a PFC, our Associates meet with individuals, families, or business owners to explain fundamental financial principles in understandable language.
Associates will put together a summary of your overall financial health by listening to you about your current situation and your goals for the future.
3What are we specialized in?
Annuity & Retirement, Life insurance & Living Benefit, Tax Protection, Asset Protection, Business Protection, Protection Against market risk, Final Expense, College Planning, 401k, IRA, 403B Rollover, Estate Planning, Premium Financing, Wealth Accumulation & Protection, Personal, Family & Business Tax Planning (Done By Top Tax Lawyers in the USA)
Our case studies
- Money Concepts – Compound Interest and Rule of 72
- Personal Financial Checkup of a 64 years old Nurse Saves $500,000
- Fortune 500 Corporate Executive in Dallas, TX Saves $262,000 in Taxes
- Pediatrician in Raleigh, NC Saves $91,000 in Taxes
- How a Living Benefit Plan Helped a Single Mom to Recover from Stroke
We will call you back
Understanding + Trust + Action = Achievement
People don't plan to fail, They fail to plan
1What is Personal Financial Checkup?
Personal Financial Checkup (PFC) is a process used to identify financial needs and goals to help families make more informed decisions about their finances. PFCs are no-cost, no-obligation meetings between individuals and our licensed Associates.
2What happens during PFC?
During a PFC, our Associates meet with individuals, families, or business owners to explain fundamental financial principles in understandable language.
Associates will put together a summary of your overall financial health by listening to you about your current situation and your goals for the future.
3What are we specialized in?
Annuity & Retirement, Life insurance & Living Benefit, Tax Protection, Asset Protection, Business Protection, Protection Against market risk, Final Expense, College Planning, 401k, IRA, 403B Rollover, Estate Planning, Premium Financing, Wealth Accumulation & Protection, Personal, Family & Business Tax Planning (Done By Top Tax Lawyers in the USA)
Our case studies
- Money Concepts – Compound Interest and Rule of 72
- Personal Financial Checkup of a 64 years old Nurse Saves $500,000
- Fortune 500 Corporate Executive in Dallas, TX Saves $262,000 in Taxes
- Pediatrician in Raleigh, NC Saves $91,000 in Taxes
- How a Living Benefit Plan Helped a Single Mom to Recover from Stroke
We will call you back
Understanding + Trust + Action = Achievement
People don't plan to fail, They fail to plan