About Us

To be eligible to participate in our 3 Step Financial Plan, the following qualifications must be met:

• Step 1: Commitment. Prospective participants must be willing to commit to following our business plan for a minimum of 18 months
• Step 2: Income. Verifiable revenue of a minimum of $1000.00 per month from the business that we will help you start, build & grow. Step 2 of our 3 step plan,  which is fund & grow your tax free retirement vehicle, requires a minimum funding of $1000.00 per month to be properly structured & provide required growth. 
• Step 3, Building generational wealth. This step requires a minimum of $1500.00 per month to fund. Again, any amount less than the  minimum would result in less than ideal returns.

             Or 

• Possess certain skills. Be a “knowledgeable employee” of the financial services sector or hold a valid Series 7, 65 or 82 license.