Explore Our Solutions
At the heart of our mission is a deep commitment to our community and clients. By imparting financial knowledge and offering steadfast support, we strive to make a positive impact on the lives of those we serve. As dedicated professionals and advocates for financial literacy, our goal is to empower individuals to make informed financial decisions.
Together, we stand prepared to share our insights and assist you in realizing your aspirations in these pivotal areas and beyond.
Our expertise lies in several critical areas of retirement & generational wealth planning:
Wealth Preservation
At Build Wealth Solution, we specialize in helping you protect the wealth you've worked hard to build. Our goal is to ensure that your assets remain secure, resilient against economic fluctuations, and positioned for long-term growth.
Retirement Planning
The primary purpose of retirement planning is to ensure you have enough money to live comfortably once you stop working.
A solid plan reduces financial uncertainty and helps you feel more in control of your future.
401k/403b/TSP Rollovers
What You Need to Know
When you change jobs or retire, you may want to
roll over your old 401(k), 403(b), or Thrift Savings Plan (TSP) into a new retirement account to maintain control of your investments and continue saving for retirement. A rollover involves transferring funds from one retirement account to another without incurring taxes or penalties, as long as the rollover is done correctly.
Life Insurance Options
Build Wealth Solution offers various Life Insurance solutions, such as Permanent Protection, Term Life Insurance, Cash Value Insurance plans, mortgage protection, generational wealth transfer, As Tax-Shelter, and etc.
Insurance plans that provide financial protection and living benefits.
College Planning
College planning is the process of preparing financially and strategically for the costs of higher education. It involves saving, budgeting, and selecting the right financial aid options to ensure that your child can attend the college or university of their choice without putting undue stress on your finances.