Financial Accelerator Program for Families

Learn how to increase your lifetime income by more than $1 million!

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. 

Empower your employees with a financial wellness program.  

What does financial peace of mind look like for you? How good would it feel to know that your financial advisor, insurance agent, CPA and your estate planning attorney were working together to achieve the dreams and goals that you have for your family's future?

Financial wellness, put simply, is the ability to have a healthy financial life. It means...
your debts are paid, you have a healthy emergency fund, a plan to pay for college, retirement savings (insulated from rising taxes), a plan for long term care and an estate plan. 

The bottom line is that financial wellness is about feeling good about your financial health now and in the future. 

Our experts help familes through one-on-one planning, educational webinars, and on-demand consulting. 

Your Certified Financial Trainer will work with you to tackle the following:


- Develop A Financial Plan
- Establish Clear Goals
- Personal Accountability

Budgeting & Saving

- Pay Yourself First
- Create a Budget
- Spend Smart

Debt Repayment

- Improve Credit Score
- Refinance Loans
- Eliminate Debt

Emergency Preparation

- Start An Emergency Fund
- Protective Insurance
- Peace Of Mind

Investment Education

- Retirement Accounts
- Alternative Investments
- Stocks and Bonds

Tax Planning

- How Income Taxes Work
- Provisional Income
- Deductions and Credits

Retirement Plan

- Maximize Social Security
- Annuities
- Retirement Income

Legacy Planning

- Preserving Your Legacy
- How to Avoid Probate
- Trust vs. Will

Family Pricing Plan

Your membership benefits extend to all of your family members
(parents, siblings and children). 

Monthly Membership

Monthly Fee
$99.99 (Cancel at any time)

Learn How to Increase Your Lifetime Income By $1 Million Or More By Reducing Taxes In Retirement

Annual Membership

Annual Fee
$1000 (a $200 savings)

Our $1 Million Guarantee!

If, for any reason, we can't increase your family's lifetime income by more than $1 million, we will send you a $500 Visa gift card.

Additional Benefits:

Financial Education & Resources Mobile App

Financial Education & Resources Mobile App

This complimentary tool makes planning for your retirement and estate as easy as pushing a button on your phone. All these tools at your fingertips...

> On-demand Advisors
> Retirement Calculators
> On-Demand Webinars
> Educational Videos
> Latest News

Best Selling Books & Documentaries

Best Selling Books & Documentaries

Get access to best selling books and videos about financial wellness and independence to enhance your family legacy.

> How to pay down debt
> Reduce Income Taxes
> Guaranteed Income
> Financial Independence
> Planning Your Legacy

Personal Financial Management Mobile App

Personal Financial Management Mobile App

We bring together all of your accounts, bills and more,
so you can conveniently manage your finances from
one dashboard.

> Account Balances
> Budgets & Planning
> Credit Score
> Net Worth
> Cash Flow Reports

Financial Independence Advisory Facebook Group

Financial Independence Advisory Facebook Group

The Financial Independence Advisory Facebook group is a place to learn and share knowledge of how to create financial independence.

> Budget & Panning
> Debt Prioritization
> Reducing Income Taxes
> Guaranteed Income Planning
> Legacy Planning

The Process

Step 1: 15-Minute Discovery Call

Step 1: 15-Minute Discovery Call

The first step in the process is to access where you are at in the financial wellness, retirement savings and estate planning process. It begins with a short phone call to access your values, goals and objectives.

In this call, we will collect the necessary data to create a "Financial Independence Master Plan" that maximize your lifetime income by more than $1 million and ensure the legacy you wish to leave to your spouse, family and/or charities. 

Learn more about the call
Step 2 - Review the Plan

Step 2 - Review the Plan

This comprehensive report will include...


These reports will show you strategies that will protect your assets, your health care and the legacy you want for your spouse and/or children.

Step 3 - Choose your path

Step 3 - Choose your path

At the end of your initial review of the "Financial Independence Master Plan,"  you will get an opportunity to decide which financial strategies and resources you would like to implement for your family.

You may want to learn more about reducing debt, increasing and/or protecting your savings, reducing long-term tax liability, optimizing social security, creating a long term care plan or creating an estate plan, you get to choose. 

Whether you choose to become a member of our financial advisory program to teach you how to implement your personalized financial independence master plan or you want us to implement the plan for you, it is our personal mission to help you increase your family's lifetime income by more than a million dollars.


If you would like to apply for an approval to have The AFI Group implement or manage any part of the Financial Independence Plan that was created for you, please submit a form below to request an application. This will allow you to access all of the membership benefits at no cost. The request for application does not commit you to any investments. Once an approval has been received, you can then decide whether to move forward or choose the fee-based membership service. 

Request an Application!

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