The Modern Wealth Benefit Program for Arizona Schools & Organizations
Retire Smarter. Protect Families. Build Wealth.
To Your Employees Offer Solutions for a Lucrative Financial Future
Partner with me to offer smarter benefits, empower your employees, and position your organization for lasting financial success. I partner with businesses and Individuals to provide smarter financial solutions for the team company or your family. Together, we can offer your employees retirement options, life protection, and financial strategies that go beyond traditional 401(k)s and term life insurance—helping your organization attract and retain top talent while building long-term security.
Our Partnership Includes:
- Financial Literacy Workshops – I’ll design and deliver interactive sessions for your employees or parents at your institution, equipping them with practical strategies to manage money, reduce stress, and make informed decisions.
- Personalized Financial Planning – Together, we’ll craft strategies tailored to your goals and lifestyle, ensuring every financial decision aligns with your long-term objectives.
- Business & Personal Wealth Strategies – I’ll help strengthen your organization’s and employees’ financial foundation, creating sustainable growth and long-term stability.
- Retirement & Life Protection Planning – I’ll provide solutions that go beyond traditional 401(k)s and term life insurance, offering tax-advantaged strategies that protect assets, secure futures, and give peace of mind.
The New Standard in Employee Benefits
Built for Arizona's Workforce
Arizona employees aren't just asking for better benefits — they're demanding security, stability, and a real financial future.
That's why I partner with Arizona school districts, charter networks, cities, nonprofits, and businesses to offer tax-free, no-loss wealth programs that replace outdated 401(k)s and basic term life insurance.
No employer fees. No risk. No payroll cost. Just smarter financial solutions — built for real life, not just HR handbooks.
Why Arizona Needs This Now
47%
of Arizonans have less than $25K saved for retirement
69%
of Arizona workers say they've never been taught tax-free wealth strategies
Rising Costs
Cost of living is rising, but retirement savings aren't
🏫 Teachers, nonprofit workers, and city employees are retiring broke — not because they didn't work hard, but because they were never given better options
Arizona doesn't have a retirement problem. Arizona has a financial education and benefit design problem. I fix that.
What I Bring to Your Organization
What Your Team Gets
Tax-Free Retirement Strategy
No IRS penalties, no stock market crash risk
Life Insurance That Pays While You're Alive
Be your own bank, be a lender to your self
Wealth-Building for Everyone
Available to all employees*
One-on-One Planning Sessions
For every staff member
Legacy Protection
For families — not just savings accounts
Living Benefits
Critical illness and Terminal illness Accelerated Benefits
What YOU Get as the Employer
- A no-cost benefit that increases retention, morale, and loyalty
- A recruitment advantage — without increasing payroll
- HR support + onboarding materials done for you
- A benefit that works for teachers, admin, leadership, custodial, part-time, city workers — everyone
- Proof that your org cares about people beyond their paycheck
Who I Partner With in Arizona
- Public + charter school districts
- City / county government teams
- Faith-based + nonprofit organizations
- Healthcare + youth service orgs
- Small/midsize Arizona businesses
- Black, Hispanic + women-owned companies
If they have employees, I can protect them.
Risk Free Retirement Strategies
Watch a quick snapshot of why I do this work — and why sharing the truth about money matters more than ever.
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How It Works
01
Schedule a 20-min discovery call
02
I deliver a free financial literacy workshop for your team
03
Employees enroll individually — no employer billing
04
Your Team is Now building wealth and protected
You never handle paperwork, payroll deductions, or compliance — I do.
Retire Smarter.
Protect Families.
Build Wealth.
Arizona employees aren't just asking for better benefits — they're demanding security, stability, and a real financial future.
That's why I partner with Arizona school districts, charter networks, cities, nonprofits, and businesses to offer tax-free, no-loss wealth programs that replace outdated 401(k)s and basic term life insurance.
The Value I Bring:
When you work with me as your retirement and life insurance vendor:
- Your employees gain access to smarter, tax-advantaged benefits
- Your business strengthens its financial foundation
- I provide ongoing guidance and support to simplify complex financial decisions
Let’s work together to elevate your company’s financial future and provide your team with solutions that truly matter.
Ready to Transform Your Employee Benefits?
No employer fees. No risk. No payroll cost. Just smarter financial solutions — built for real life, not just HR handbooks.
Large Business Looking to Save on Taxes
Elevate your company’s financial future with a Cash Balance Plan.
I Who This Is For
📌 Business owners earning $500,000+ annually
📌 Individuals wanting to contribute $100K+ per year tax-deductible
📌 High-net worth earners with $1M+ in retirement assets
📌 Clients who want tax-free retirement + tax-free legacy
📌 Anyone who refuses to donate half their success to the IRS
📌 Individuals wanting to contribute $100K+ per year tax-deductible
📌 High-net worth earners with $1M+ in retirement assets
📌 Clients who want tax-free retirement + tax-free legacy
📌 Anyone who refuses to donate half their success to the IRS
Connect with Portia BOLDHer SHE-EO
All Professional Media Credit to Tosha Ishmon (Ishmon Productions)