Educate. ed·​i·​fy. Empower.
\ ˈe-də-ˌfī: to instruct and improve

tools & resources

Improving your situation can start with simply learning where you are now, and then creating a plan to get you to where you would like to be. Just like your home needs a strong foundation to support its structure, your financial 'home' needs a strong foundation as well. There are six components in a solid financial foundation: Budget, Life insurance, Health Insurance, Disability/Long Term Care, Will/Estate Plan, and a Tax Strategy

Let us help strengthen your financial foundation and protect your legacy.

LIFE INSURANCE CALCULATOR

Calculate how much life insurance your family needs.

LIFE PLANNER

Gain clarity and discover recommendations to help you protect what's most important for you.

LIFE INSURANCE QUOTER

Get instant personalized quotes from the top insurance companies across america, tailored to you individually.

BUDGET CALCULATOR

Take control of your finances by getting a snapshot of your personal or family budget.

WILL GENERATOR

Avoid paying hundreds of dollars to prepare your last will & testament. Help your family avoid probate that can last years and puts the fate of your family's estate in a stranger's hands.

OTHER TOOLS

Other external resources to help you develop your personal strategy and become better informed.

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