Empowering Phoenix Metro families with financial literacy and education for a brighter future.
What’s Inside Our Workshop: ✨ How to earn market-like returns WITHOUT risk 💰 Create tax-free retirement income 🛡️ Protect your wealth from market crashes 🎓 Elite strategies used by America’s wealthiest
Our experts will guide you through a comprehensive presentation on the fundamentals of wealth building, revealing strategies that create sustainable growth while protecting your financial future.
1
Foundation of Money
Understanding monetary principles and how to make your money work for you, not against you.
2
Compound Interest
Harnessing the power of compound growth to multiply your wealth over time.
3
Tax-Advantaged Strategies
Leveraging tax-efficient accounts and vehicles to keep more of what you earn.
4
Wealth Building Programs
Exploring proven systems that generate wealth while minimizing market risk.
5
Living Benefits Protection
Securing your financial future with solutions that provide both protection and lifetime income.
Focus on Financial Literacy and Education
BOLDHer WMC believes that financial knowledge is the foundation for personal and family success. Our programs provide comprehensive education on powerful financial vehicles like Indexed Universal Life (IUL) and Fixed Index Annuities (FIA).
Indexed Universal Life (IUL)
Learn how IULs offer life insurance protection while providing potential for tax-free growth and income.
Fixed Index Annuities (FIA)
Discover how FIAs can provide guaranteed income in retirement while protecting your principal from market losses.
Risk-Free Wealth Building
Explore strategies that allow for market-linked returns without the risk of market crashes or losses.
Serving the East Valley: Chandler, Gilbert, Mesa and Tempe.
BOLDHer WMC is dedicated to empowering families in the East Valley communities of Chandler, Gilbert, and Mesa with comprehensive financial education and resources.
1
Chandler
Serving families in the vibrant city of Chandler with a focus on financial stability and growth.
2
Gilbert
Providing financial education and resources to the thriving community of Gilbert.
3
Mesa
Empowering families in the diverse city of Mesa to achieve financial success.
4
Tempe
Supporting the community of Tempe by offering valuable financial education and resources for individuals and families to achieve their financial goals.
Building Wealth through Financial Literacy
Financial literacy is the key to unlocking long-term financial stability and wealth. Our comprehensive programs empower you to make informed decisions and achieve your financial goals.
Savings
Develop effective savings strategies to build a solid financial foundation.
Investing
Learn the principles of smart investing to grow your wealth over time.
Budgeting
Master the art of budgeting to achieve your financial objectives.
Guidance
Receive personalized financial guidance from our expert advisors.
Serving the West Valley: Glendale, Avondale, and Peoria
BOLDHer WMC is dedicated to empowering families in the West Valley communities of Glendale, Avondale, and Peoria with comprehensive financial education and resources.
1
Glendale
Serving families in the vibrant city of Glendale with a focus on financial stability and growth.
2
Avondale
Providing financial education and resources to the thriving community of Avondale.
3
Peoria
Empowering families in the diverse city of Peoria to achieve financial success.