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Need more answer? Check out our Frequently Asked Questions
Frequently Asked Questions
If you have any further questions or need assistance feel free to reach out to us anytime.
Should I pay off debt first or invest?
Why not do both? We teach you how to build assets while eliminating all your debt in 10 years or less. Let’s discuss your strategy: Book Appointment
Can I really become my own bank?
Yes! With the right financial strategies, you can take control of your money, grow wealth, and access funds without relying on traditional banks. We’ll show you how.
I don’t have enough money to work with a financial advisor. What should I do?
Many people think financial guidance is only for the wealthy, but the right strategies can help you grow wealth no matter where you start. Let’s explore options that fit your budget.
How much money do I need to start trading?
You can start with as little as $2,000. However, your strategy and risk tolerance will determine how much you should invest.
Should I invest or trade first?
It depends on your financial goals. Trading can help generate short-term cash flow, while investing is designed to grow wealth over time. We can help you decide what’s best for your situation.
Is investing the same as trading?
No, they are different strategies. Both can grow your wealth, but trading is focused on short-term gains, while investing is aimed at long-term financial growth.
How much life insurance do I need?
Industry experts typically recommend coverage between 10 to 20 times your gross income. Use our insurance calculator to determine the right amount for you.
What should I do with my retirement accounts from a previous employer?
When you leave a company, you have five options for your retirement funds: Leave them in your previous employer’s plan (if allowed). Roll them over into your new employer’s retirement plan. Transfer them into an Individual Retirement Account (IRA). Convert them into a Roth IRA. Cash them out (which may have tax consequences).Book Appointment
What is a stock option?
A stock option is a financial derivative that allows you to control (but not own) shares of a stock at a discount. This strategy can maximize returns with less upfront capital.
Will my will help me avoid probate?
No, wills go through probate, which can be expensive, time-consuming, and public. The best way to avoid probate is by setting up a trust.
Do I need a financial guide?
While you can manage your finances on your own, studies show that people who work with a financial expert build wealth faster and save valuable time. A financial guide can help you make informed decisions and avoid costly mistakes.