Our Story
In March of 2020 our lives changes forever. Not just the pandemic, we welcomed a pandemic baby into the world. In 2019, when the news came that we would have a kid we looked at my own financial situation. Even as a Life Insurance Broker; as well as, a having multiple college degrees in Economics and Finance; it didn't fell like there was much to show for it. How are we going to put our kids in a better situation?
Granted, this is our side gig. We have been afforded that opportunity to wake up everyday happy to go to work for great companies through the 08 and 20 rescission's. We know we are blessed and have a passion to pay it forward(educationally). However, we both did what everyone else did and just got lucky. Debt after college, dead end jobs until we found our passion.
We didn't want our kids to feel like they got lucky or feel forced to participate in the traditional college environment. So this is our really life story of what we did to setup them up with a savings vehicle and path to financial independence; not just a college savings plan.
Our Approach
Facilitate common financial education. Our mission is to share with the masses the Average Joe way to financial independence. It really is as easy as having the ability to save $50 ever month as earlier as possible until the day you want to retire. Unfortunately ever year you push it off the harder it becomes. Our philosophy and vision is to offer Real World counter-intuitive trinkets of financial information for the betterment of society. A valuable resource where people can go to figure out how to get ahead. A one stop shop of financial strategies for financial freedom.
Our Sponsors
How we are paid? We are paid by financial companies that are looking for well informed clients. We can refer a highly educated and warm visitor to companies that can help them. In addition, as a Life Insurance Broker you can Contact Us for an individualized approach. Otherwise, click through to the companies below for more information.
Meet the Team
Adrienne Cizik
Founder & CEO
Brains, brawn, and beauty.
Joe Ross
Vice President
Life Insurance Broker
NPN: 10829563
Thomas Jones
CFO
Swish army knife. The Man that can do it all.
Next Steps...
Companies with more information: