Is Velomon for You?
We are looking for people who want to make a difference. In return, we promise to help you achieve success and help your clients. Watch our short video and then register for our ‘on demand’ webinar. We’d love to have you join us.
Strategies for College helps families with children who will be going to college. We start with FAFSA optimization, then work to find the schools with the best scholarships and gifting options. From there, we maximize our client’s portfolio – when in makes sense – to reduce the impact of college costs.
The Fortune Builder Wealth Plan is ‘Changing the way America saves money and builds wealth’. Our video powered sales and marketing tools help introduce this powerful program to your prospects. They’ll be eager to learn how you can help them avoid the Wall Street wealth traps of taxes, market risk, and fees & commissions.
Part of financial planning is having a plan that allows you to support the things in your life that are important. For too many, however, the fear of giving away money that will be needed later in life makes this decision difficult. With CharitabLiving, your clients can give generously to their favorite cause without sacrificing the money they’ll need in retirement.