Financial Services

Hi, I Am Maria Ji

I am a licensed Insurance and Financial Broker.
Our team is passionate in guiding families, individuals, and professionals towards financial empowerment and security. Our mission is to educate and empower you to take control of your financial future.
What We Offer:
1. Financial Education is our cornerstone: We believe in empowering our clients through knowledge. We’ve seen that hardworking individuals often struggle to get ahead simply due to a lack of financial education.
2. Customized Financial Planning: we partner with you to create a tailored financial plan designed to achieve your specific goals. Whether you’re saving for a home, planning for retirement, or investing for your children’s education, we’re here to help you every step of the way.
3. Maximizing Your Assets: We show you how to make your money work harder for you. We’ve discovered that people often struggle to grow their assets not because they make poor financial decisions, but due to lack of access. You will have access to a wide range of financial providers top-quality products that builds your wealth over time.
4. Increasing Cash Flow: We help to you reduce debt and increase cash flow, allowing you to achieve greater financial stability and flexibility.
5. Retirement Planning: Planning for retirement is essential for achieving peace of mind. We work with you to draw a roadmap that aligns with your lifestyle goals and ensures financial security during your golden years.
6. Legacy Planning: We understand the importance of leaving a lasting legacy for future generations. Our team assists you in creating a solid estate plan and legacy strategy to set your loved ones up for success.
Transparency in Financial Advice:
You get all these services free of charge. Our product providers pay us if you choose to take on our advice. We love transparency when it comes to money!
At our Financial Services, we are dedicated to helping you achieve financial freedom and peace of mind. Contact us today to schedule a free financial education session and take the first step towards securing your financial future.

Maria Ji

Transform Frustration into Impactful Actions

Join Our Financial Mentorship Program.

Are you feeling frustrated despite your best efforts to make a positive impact? Do you care deeply about people and have a burning desire to help them succeed? Are you someone who values integrity above all else, understanding that your integrity is not for sale? Do you possess an entrepreneurial mindset and crave growth and change?

If you answered yes to these questions, then you belong here with us.

In today’s challenging times, with problems like inflation and economic hardship affecting many, it’s more important than ever to take action and make a difference.

Introducing our Financial Mentorship Program—an opportunity for passionate individuals like you to obtain a government-regulated license, build a successful business, and create lasting change.

Here’s what we can support you on your journey:

  1. Comprehensive Financial Education: Gain access to training and educational resources that cover essential financial concepts, business strategies, and regulatory requirements.
  2. Personalized Mentorship: One-on-one mentorship from seasoned professionals who provide side-by-side field training, allowing you to gain hands-on practice with comfort and reassurance alongside your mentor.
  3. Government-Regulated License Support: Obtain the necessary license to operate legally and ethically within the financial industry.
  4. A Business Building Planform that offers a robust foundation for establishing your business.
  5. Making a Difference: Helping others to have peace of mind around finances and passing blessings to future generations is at the heart of what we do.

You might have experienced it: with great mentorship, you can do anything. It’s like having a secret weapon for unlocking all your potential. Together, we are braver, stronger, and more powerful.

Your why is what drives you, and our why is empowering you to turn your frustration into impactful actions, so you can be the change.

Ready to transform your dreams into reality? Enroll in our program today and let’s create a brighter future together!

Book a coffee chat with me https://app.acuityscheduling.com/schedule.php?owner=18999300&appointmentType=61279256