The Black Wealth Blueprint

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I'm excited to join a powerhouse group of entrepreneurs and creatives for    Moment Office Hours! I'll be diving into wh...
09/19/2024

I'm excited to join a powerhouse group of entrepreneurs and creatives for Moment Office Hours!

I'll be diving into why every professional and business owner needs a personal financial plan as well as the ins and out of using Key Person insurance to protect your business and allow you to scale with confidence.

Don’t miss this chance to connect and learn—grab your tickets now on Mahogany.com and use code Moment25 for $25 off! See you there! 💼✨

Looking to level up your teen's money mindset? How about a 3-Day Virtual Boot Camp for scholars 13+?As an experienced fi...
05/28/2024

Looking to level up your teen's money mindset?

How about a 3-Day Virtual Boot Camp for scholars 13+?

As an experienced financial planner for high net worth families over the last 10 years, I've found a passion for teaching our youth. This will be our 2nd course for teens. The first one was a success and we're back at it. Lay the foundation in your scholar for a positive relationship with money by enrolling them today!



We'll be covering:

Positive money mindset
Active vs Passive Income
Budgeting
Investing
Credit
and more...

You followed the rules.Went to school, got the education. Paid the dues.Sat in the traffic...the team meetings.Did the c...
11/08/2023

You followed the rules.
Went to school, got the education.
Paid the dues.

Sat in the traffic...
the team meetings.
Did the call nights.

So where's the payoff?
Where's the milk and honey... the promised land?
Where's the peace and security of financial stability?

Got news for you... It's NOT in your job.

Even with a great one, the salary is a glass ceiling.

Let's discuss it tonight in FinComp Live with myself & .247

We live in 1 hr!

Yes student loans are back.Yes inflation is up But...Millennials and Gen Z have the lowest levels of Financial Education...
11/03/2023

Yes student loans are back.

Yes inflation is up

But...

Millennials and Gen Z have the lowest levels of Financial Education.

It's all connected

If this is you, no shame. Download your copy of my 7 Sacred Secrets to Financial Security through the link in bio to get started shifting into a new you.

Knowing is importantBut knowing is not enoughCompetency is 🗝️Fin-Comp Live on IG starts is 1hrDownload your copy of the ...
11/01/2023

Knowing is important

But knowing is not enough

Competency is 🗝️

Fin-Comp Live on IG starts is 1hr

Download your copy of the 7 Sacred Secrets of Financial Security through the link in bio during the meantime


13 Year Financial Professional
8 Year Wealth Manager
$430M book of business
247 is the founder of The Quantum Wealth Theory a framework and curriculum to guide your understanding of your default Money Program, discover your desired wealthy lifestyle, and design a custom roadmap to reach your financial goals

Competency is defined as the ability to do something successfully or efficiently.With financial literacy scores being at...
10/31/2023

Competency is defined as the ability to do something successfully or efficiently.

With financial literacy scores being at the lowest of all communities, higher debt balances, lack of emergency savings all while under systemically lower wages than other communities- it's tough to say we are financially competent.

No shame in it.

I'm 13 years deep into finance, fully licensed in investments as well as insurance and currently manage a $430M book of business. Still I've had my own financial challenges which is why I'm partnering with 247 creator of the Quantum Wealth Theory for Fin-Comp Live tomorrow 7:30p EST.

We'll be live discussing what is financial competency, how do we become financially competent, as well as taking questions live from you all. If you are:

1) Looking to change your relationship with money,
2) Tired of 30 second financial advice clips
3) Overwhelmed by trying to put the pieces together yourself

This is for you.

You can now also download my free guide called The 7 Sacred Secrets of Financial Security through my link in bio.

Atlanta Life Insurance Company was a black owned life insurance company founded by Alonzo Herndon in 1905 in the lucrati...
10/28/2023

Atlanta Life Insurance Company was a black owned life insurance company founded by Alonzo Herndon in 1905 in the lucrative black business section called Auburn Avenue. Herndon was a former slave and ended up becoming the first black millionaire in Atlanta. The company is still in existence today, although it's been on the decline. With the help of Magic Johnson, who already owns EquiTrust, another life insurance company, Atlanta Life can get a jolt of energy to boost their prominence in the retail space with individuals again.

Life insurance is a big part of the wealth game. To take advantage with a black owned company is something we should all pay attention to.

If you need help understanding life insurance, how much you need, the right type etc. my Life Insurance 101 webinar is available through the link in bio.

Had an incredible time attending the All Black National Convention in ATL this past weekend.Special thank you to Queen T...
10/23/2023

Had an incredible time attending the All Black National Convention in ATL this past weekend.

Special thank you to Queen Taese of for thinking of me.

Connected with the good brother of as well. Great Convo and looking forward to working together soon!












Super excited to share that I'm teaching Black Wealth Blueprint as well as the FUNdamentals of Finance courses within th...
09/18/2023

Super excited to share that I'm teaching Black Wealth Blueprint as well as the FUNdamentals of Finance courses within the Homeschool HUEniversity.

As a homeschool dad I'm a BIG believer in the power and value of homeschooling. Queen Taese's vision for an African centered HUEniversity is something I definitely wanted to be a part of, and now that's come true. For those interested in supplementing their child's education, or even classes for adults, this online campus is FULL of resources.

Visit
https://homeschoolhueniversity.com/ourofferings/

For more info, and be sure to mention on your registration form that I sent you!










TONIGHT!We back at it with the "Common Tax Mistakes" most of us are making unknowingly.  got us covered with what we nee...
08/21/2023

TONIGHT!

We back at it with the "Common Tax Mistakes" most of us are making unknowingly.

got us covered with what we need to know.

Registration is FREE
Link in bio












Tonight we goin Fin Lit LIVE with  a CERTIFIED Public Accountant.We'll be discussing taxes and more. All my Retirees, En...
08/14/2023

Tonight we goin Fin Lit LIVE with a CERTIFIED Public Accountant.

We'll be discussing taxes and more. All my Retirees, Entrepreneurs, Parents, Business Owners etc. this is one you don't want to miss.

Right here on IG tonight at 7pm

Address

Atlanta, GA

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