- Access to Companies, Products and Services Brings the Companies & Products together
- Financial Knowledge & Training The FIELD BUILDER Brings the Knowledge & Skillset
- Team of Licensed Professionals (to do Business) Your Contacts that are INTERESTED in the business
- Clients (to provide Solutions)
Your Contacts
Your Business Partners - A System and/or Defined Process Proven System as the Vehicle
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WE'RE SUNEDGEUSA
We are Licensed Financial Professionals
Educate and Help People Manage their Finances (Minimize Risk, Optimize Taxes, Maximize Returns)
Build and Develop Entrepreneurs
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To Lead Wealthy, Healthy, and Happy Life
Financial Freedom is not a Dream, It’s a Priority
Create Financial Security & Wealth For Individuals & Families To Lead Wealthy, Healthy, and Happy Life
Financial Health
Financial Health is all about the Choices We make over the Long Term
Everyone Needs are Different
Our Mission:
Create Financial Security & Wealth For Individuals & Families
At the core of our mission is the unwavering commitment to fostering financial security and wealth for individuals and families. We believe that financial well-being is a fundamental pillar of a fulfilling life, enabling people to achieve their dreams and lead lives filled with prosperity and happiness.
To Lead Wealthy, Healthy, and Happy Life
We understand that true wealth extends beyond financial abundance. It encompasses the freedom to live a balanced life, prioritize health, and pursue happiness. Our mission is to support individuals and families in achieving holistic well-being, where financial security enables them to focus on their passions, cultivate meaningful relationships, and maintain a healthy lifestyle. In all that we do, we are dedicated to helping you unlock the potential for a prosperous future, allowing you to thrive and enjoy the rich experiences life has to offer. Together, we can create a brighter, more secure future for you and your loved ones.
WHO WE ARE
A Financial Services Marketing Firm
Powerful Financial Concepts
What we bring to you
The Law of Building Equity
The Rule of 72
The Power of Indexed Contracts
Buy Term & Invest the Difference
Average Return vs Actual Return
High Cost of Recovery 50% Costs You 100%?
Active Money Management
Time, Value & Consistency
The Circle of Safety
Self-Directed Retirement Plans
Alternative Investments
Tax-Free Retirement
High Cost of Waiting
Pay Yourself First
The Theory of Decreasing Responsibility
Negative Compounding
Life Insurance with Living Benefits
We are working hard for our money. Is our money working hard for us?
Wealth Building
The Smart Way to Invest and Grow Your Money
FINANCIAL PLANNING
MAXIMIZE GROWTH w/ COMPOUNDING
MINIMIZE RISK w/ INDEXED CONTRACTS
OPTIMIZE TAXES w/ TAX BALANCE
PRESERVE WEALTH f/ LITIGATION & PROBATE
THE WEALTH FORMULA
- MONEY
- + TIME
- +/- RATE OF RETURN
- - INFLATION
- - TAXES
= NET ASSET VALUE
