Wealth & Savings

We specialize in helping you put a plan together for your family

What We Do


We teach people how money works, because we believe a solid financial knowledge foundation is the key to making healthy money choices.

There has never been a greater need for what we do. Families are struggling to make ends meet, drowning in debt, and putting off college or retirement savings to take care of monthly bills now. Sound familiar?

When it comes to finances, how much do you know? If you're like most people, you probably know little about personal finance. Don't worry if you don't, you're not alone! Personal finance isn't taught in school and even people with a degree in finance often know nothing about the basic principles of how money works.

Our Values


MISSION: Our mission is to help families earn more income, become properly protected, debt free and financially independent.

THE HIGH COST OF WAITING: Want to save $1 million by age 67? You'd better get started soon.

The longer you wait, the more you'll have to put away each month to reach your retirement goals.

  • 27 years old? You have to put away $214 a month to reach $1 million.
  • Start at age 37, and you're putting away $541 a month to reach your goal.
  • Begin at age 47, and you'd have to put away $1,491 a month.
  • Wait until age 57, and you're putting away a hefty $5,168 a month.
  • Wait until the last minute (age 62) and you'd have to stash $13,258 a month to reach $1 million by age 67.
So, the sooner you start saving, the fewer dollars you'll have to put away each month to reach your retirement goals. Don't pay the high cost of waiting!

CONCEPTS

What we offer an education on


HIGH COST OF WAITING

Why you need to start saving..

PAY YOURSELF FIRST

Treat yourself like a bill..

RULE OF 72

How long does it take for money to double..



POWER OF COMPUNDING INTEREST

The best way for money to grow..

DEBT STACKING

Get out of debt faster..

THEROY OF DECREASING RESPONSIBILTY

Protect your family and assets..

Reviews


What we have created

What our customers say

"This company is the best. I am so happy with the result!"
Jordan Family

"One word... WOW!!"
B. McNabb

"Could I... BE any more happy with this company?"
Mason

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Planning

Your savings portfolio should include these basic accounts.

Emergency

Emergencys

Vacations

Purchases within 0-2 years

Goal: Up to 3 months of income

Short-Term

Business

Unforseen Events

Loss of a job

Disabilities

Car

Down Payment on a house

Goal: Up to 6 months of income

Long-Term

Wealth Building

401K

Roth IRA

Goal: Retirement Fund

CONTACT

Contact us and we'll get back to you within 24 hours.

Los Angeles, US

1 (424) 261-6004

wealthandsavings@gmail.com