Rashod Underwood is a
Licensed Financial Professional
that is here to help create
a strategy for eliminating financial risk
and to build wealth over the long term
Let’s Get Started!
Free Financial Consultation
Lets Get Debt Free Together
Long Term Mindset
Are you prepared or thinking about retirement?
Set Your Children Up For Success
Many do not come from wealthy backgrounds, but what many people do not know is the wealthiest people use life insurance to accumulate money fast
Diversify Your Portfolio
There are various ways to invest your money
Minimize Taxes
When saving, you want to be sure to consider the effect that taxes
can have on your income
Rashod is focused on you and your needs, goals, and objectives. He strives to help individuals, families, and businesses create a sound strategy for the future focused on reducing debt, saving money, protecting those things that are most valuable to you, and helping entrepreneurs reach their dreams
Lets Work Smarter Not Harder
What we dont know can hurt us in the long run especially with our finances.
Not everyone is comfortable talking about it. Main reason why is because many are unaware and only know what they hear friends and associates say.
Wouldn’t you like to know for yourself?
Financial Overview
We start with finding out what your financial goals are.
We will break down your financials to gain an
understanding and create our plan to work on those goals
Financial Projection
We structure a financial projection for you goals and
follow through with our next steps
Coaching
We are not done. Next we will set up future coaching call to align
your future goals whether personal or business
Solution Options
With all of the information we have now its time to
show you the solutions for your goals
Referral
Now that you are equipped with all of this new knowledge and awareness…
Who do you know that we can help?
SIX STEPS TO FINANCIAL INDEPENDENCE
Cash Flow
Earn additional income and Manage expenses
Proper Protection
Protect against loss of income Protect family assets
Emergency Funds
Save 3-6 months’ income
Prepare for unexpected expenses
Build Wealth
Strive to outpace inflation & reduce taxes
Debt Management
Consolidate debt Strive to eliminate debt
Preserve Wealth
Reduce taxation. Build a
family legacy