Address
6851 Oak Hall Lane Ste 100,
Laurel, MD 21045
Work Hours
Monday to Friday: 7AM - 7PM
Weekend: 10AM - 5PM
Services
How We Can Help You
- 401K/403B Roll Overs
- College Plans
- Properly structured life Insurance policies
- Temporary (Term)
- Permanent (Index Universal Life)
- Final expense ( Funeral Plans)
- Executive Bonus Plans
- Key Person Plans
- Strategic Partnerships for:
– Wills and trust
– Estate Planning
– Alternative Assets
– Business Structuring
Leadership development: build your agency with one on one mentoring and coaching.
– Boma Alamina
Initial Overview
Learn more about the products and services we offer!
20 mins.
Advantages of Working with Us
Customized Financial Guidance
As a financial strategist, we can provide tailored advice and strategies that address each client’s unique financial situation and goals. Our personalized approach ensures that clients receive guidance that is specifically designed to meet their needs.
Financial Education and Empowerment
A financial strategist not only advises but also educates clients about various financial topics. By empowering clients with financial knowledge and literacy, we help them make informed decisions and take control of their financial future.
Accountability and Motivation
Clients often struggle with staying on track with their financial goals. My role as a financial strategist includes holding clients accountable for their financial actions and providing the motivation and encouragement needed to make consistent progress toward their objectives.
Debt Management and Budgeting
We can help clients develop effective debt reduction strategies and create realistic budgets. By teaching clients how to manage their finances efficiently and reduce debt, we can significantly improve their financial stability.
Long-Term Financial Planning
Financial strategist often involves creating long-term financial strategies and helping clients set and achieve milestones. This can include retirement planning, investment strategies, and savings goals, allowing clients to build a solid financial foundation for the future.
Let’s Get Started
Need Help Deciding What You Need?
I will help individuals achieve their life goals by providing them with the tools, support, and guidance they need to set and achieve their objectives. Schedule a strategy session today and start achieving your goals.