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Transforming Lives - Financially

Building Investment Advisory and Retirement Planning Solutions for African American Families.

Are You Ready to Build Wealth-From Scratch?

Then download this FREE PDF Guide now. You'll discover:

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  • How to utilize an effective strategy to pay down your credit card debt

  • Ways to build your wealth investing in stocks and real estate

  • Create an automatic monthly investment plan - set it and forget it method

  • 10 ways to pay yourself first - and stop living paycheck-to-paycheck

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What We Do

01

Investment/Financial

Management

02

Retirement Planning for Retirees

03

Financial Education Courses & Webinars

04

 Entrepreneurship/Small Business Owners

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"We weren't taught this financial stuff at home or in school. Our mission is to help you get your financial life in order and build wealth along the way." - James

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James R. Veal 

President & CEO

African American Financial Facts

* The average household income for African Americans is $41,700

* African Americans make up approximately 12.8% of the U.S. population

* There are 48 million African Americans in the    United States today

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* Black buying power in 2022 was over $1.6 trillion       dollars - equivalent to the 16th world's largest GDP

DID YOU KNOW?

* The Net Worth of a typical White family is  $171,000. It is only $17,150 for a typical Black family

* Only 1 in 10 African Americans work with a             financial advisor

* The average 401(k) balance for African Americans      is only $23,000

* Less than 42% of African Americans own their      homes compared to 73% of White families

What's Most Interesting

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Investing 101

Retirement

Real Estate Investing

Entrepreneurship

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