About Us
Who Are We?
We are a group of independent professionals certified and licensed in America.
We gather individuals, families, business owners, financial providers and the largest insurance companies
in the US.
We strive to make financial products and services accessible to everyone especially to middle-income families
and small business owners.
Who Are We?
We are a group of independent professionals certified and licensed in America.
We gather individuals, families, business owners, financial providers and the largest insurance companies
in the US.
We strive to make financial products and services accessible to everyone especially to middle-income families
and small business owners.
What do we do?
People don't plan to fail, They fail to plan
FTM associates can help you with sharing basic financial concepts, foundation of protection, the right plan for your future and establish a basic but solid financial foundation, to financially protect you, your family, your business, your money and your financial future from recession and major diseases or unexpected death.
FTM’s mission and focus is to help families understand basic financial concepts. In our experience, after families are educated about these basic financial concepts, they can make their own informed decision about how we can help them get the right coverage & protection plan in place.
Step 1
Step 2
Personal Financial Checkup (PFC) or Financial X-ray
Step 3
Solutions Based on your Goal and Financial needs
We’re building a legacy of excellence
What happens during PFC?
- During a PFC, our Associates meet with individuals, families, or business owners to explain fundamental financial principles in understandable language.
- Associates will put together a summary of your overall financial health by listening to you about your current situation and your goals for the future.