Educating millions Empowering generations
A community of licensed financial professionals on a mission to make financial education accessible to every family, guided by WFG and WSB expertise and a commitment to leaving no one behind.
Our approach
Our licensed team brings together practical knowledge, careful planning methods and modern tools, shaped around what each family needs.
We help individuals, families and organizations understand their finances, so every decision starts with a clear picture of where you stand and what your options are.
Upcoming workshops are listed on our calendar, and businesses, schools and community groups can request one of their own. For one-on-one questions, a Complimentary Financial Check-Up is a good place to start.
Our services
Services built around your priorities
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Term, whole and universal life coverage, explained side by side so you can see how each one protects your household.
We walk through income replacement, mortgage protection and final expense options at your pace.
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Individual and family marketplace plans, ACA subsidies and supplemental coverage, laid out in plain words.
Compare metal tiers, deductibles and doctor networks together before you decide.
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Parts A, B, C and D, explained one piece at a time.
Review Medicare Advantage and Medigap options against your doctors, prescriptions and budget.
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Plan how years of saving can become income for the years ahead.
Planning concepts that weigh income, timing and longevity, explained in plain words.
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How fixed and indexed annuities work, what they can offer for lifetime income, and what they cost.
Understand crediting methods, caps, surrender periods and fees before you commit.
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Understand how wills and trusts can carry out your wishes and look after the people you love.
Plain-language help getting organized. This is not legal advice.
Our team
Meet who’s here
Licensed financial professionals, guided by WFG and WSB expertise, here to walk you through each step.
Meet the Full Team-
Dr. June Magallanes
CEO
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Ms. Lorraine Go
Senior Marketing Director
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Dr. June Magallanes
CEO
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Ms. Lorraine Go
Senior Marketing Director
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Dr. June Magallanes
CEO
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Ms. Lorraine Go
Senior Marketing Director
Financial literacy workshops
What every workshop gives you
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Where your money goes each month, and simple ways to keep more of what you earn.
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How to understand, organize and pay down debt with a clear plan.
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The groundwork first: savings, budgeting and priorities, in the right order.
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How much coverage a family may need, and how the main types compare.
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How saving and time work together, and the habits behind long-term growth.
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The core ideas behind long-term saving and investing, without the jargon.
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The pieces of retirement income, and how they fit together.
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Ways families look after what they have built and pass it on.
Resources & tools
Free tools to see your numbers clearly
No sign-up, no cost. Enter a few numbers, answer a few questions, and get a clearer picture before you ever sit down with Dr. June.
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Savings Calculator
See how steady deposits and compound interest work together to grow your savings over time.
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Debt Roll-Up Calculator
Map out a debt snowball: clear one balance, then roll that payment into the next until every debt is paid.
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Risk Profile Questionnaire
Nine quick questions to help you understand your own comfort with financial risk, and your ability to take it.