Financial Services
Secure. Scale. Succeed.
As $68 trillion transitions between generations, we are in the midst of the largest wealth transfer in history—and it’s your moment to take control of your financial future.
Through a powerful partnership with GFI, Dr. Jameelah Just Jay Wilkerson now offers hands-on, holistic financial solutions designed to close the wealth gap, protect your assets, and unlock long-term generational wealth. From tax-free retirement plans and college funding strategies to legacy planning and business owner blueprints—this is your financial reset.
What We Offer — And Why You Need It
Tax-Free Retirement Plans
Grow your savings without the tax burden—secure a brighter financial future with IULs and other tax-efficient tools.
Why You Need It: Traditional retirement plans can leave you with major tax bills later in life. These strategies help you grow and access your money tax-free, giving you flexibility and security in retirement.
Market Loss & Asset Protection
Shield your wealth from unpredictable market swings while ensuring long-term stability.
Why You Need It: One downturn can erase years of savings. Our plans lock in gains and protect against market losses—especially important for anyone nearing retirement or looking to preserve what they’ve built.
Million Dollar Baby College Funds
Invest in your child’s future with flexible, compounding college savings plans.
Why You Need It: With tuition skyrocketing, student loans are no longer the answer. This strategy sets your child up for success—without debt, giving them the freedom to pursue their future with confidence.
Family Banking & Infinite Banking Strategies
Turn your life insurance into a private family bank—grow, borrow, and reinvest on your terms.
Why You Need It: Why borrow from a bank when you can borrow from yourself? These wealth-building strategies give you financial control, liquidity, and long- term growth, all while preserving your legacy.
Critical, Chronic & Terminal Illness Coverage
Access your life insurance benefits while you’re still alive, in the event of a major illness.
Why You Need It: A serious health issue can quickly wipe out your finances. Our policies offer living benefits so you can pay medical bills, cover expenses, and focus on recovery—without going broke.
Trusts, Wills & Legacy Planning
Create a clear, lasting plan to protect your assets and ensure your wishes are honored.
Why You Need It: Avoid family conflict and reduce taxes by putting a solid legacy plan in place. We help you protect what you’ve built and ensure your wealth passes smoothly to the next generation.
Business Owner Financial Plans
Custom strategies for entrepreneurs to reduce taxes, protect assets, and build a succession-ready business.
Why You Need It: Business owners face unique financial challenges. Our plans support growth, exit strategies, and wealth protection—giving you peace of mind and positioning your business for long-term success.
Retirement Account Rollovers (401k, IRA)
Safeguard your retirement savings by transferring them into protected, growth- oriented accounts.
Why You Need It: Old 401(k)s and IRAs can come with hidden fees and risk. Our rollover strategies offer guaranteed income, tax advantages, and better control over your retirement funds.
Budgeting & Expense Management
Learn to manage your money with practical, personalized budgeting strategies.
Why You Need It: You can’t grow wealth without managing what you have. We help you take control of your income, reduce debt, and build better financial habits—starting today.
Our Trusted Partners
Financial Freedom for All
Our Trusted Providers
Through our partnership with GFI, we offer access to a network of top-tier financial institutions—each rated A or higher by industry standards. These trusted providers deliver secure, high-quality solutions to help you build, protect, and grow your financial future.
Contact Us
Ready to Take the First Step?
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