Clarity. Confidence. Control.
We help everyday families make smarter financial choices with free financial education.
OUR SERVICES
Financial Literacy
Financial Literacy
Financial Literacy
Learn the basics of budgeting, saving, and building wealth—even if you’re starting from scratch. Make your own money work for you.
Life Insurance
Financial Literacy
Financial Literacy
Protect what matters most with the right coverage for your family. There is no one-size fits all life insurance policy.
Retirement Planning
Retirement Planning
Retirement Planning
Protect your assets and discover retirement saving strategies early to retire with confidence. Let’s create a plan that works for you.
Kids College Saving
Retirement Planning
Retirement Planning
Plan ahead and give your child the gift of opportunity. Let’s make college planning simple.
About Us
Sirak Getaneh | NPN 20712067
I’m a lifelong entrepreneur and owner of a custom screen-printing business that I’ve proudly built and operated in the Greater New Orleans area for over 35 years.
Leading a wholesale and retail operation in a competitive market taught me a lot—about business, people, and the value of long-term relationships. I worked alongside talented designers, a dedicated sales team, and a committed production crew. But looking back, I realize there was one area many of us didn’t fully understand: personal finance.
Now semi-retired from the printing business, I’ve shifted my focus to the financial services industry. My goal is simple—to help others gain the financial education I wish I had earlier in life. I’ve learned firsthand how much opportunity can be missed without the right knowledge. That’s why I’m passionate about financial literacy. Because being able to manage your money wisely isn’t just a skill—it’s the foundation for a better future.
Gelila Assefa | NPN 20700018
Like many of the people I work with today, I spent years working hard, building a career, and trying to do the right things—but never really understood how personal finance worked.
For over 25 years, I held leadership roles in large corporations across both the commercial and Government sectors. I managed high-performing teams, led complex business strategies, and contributed to major growth initiatives. On paper, everything looked great. But behind the scenes, I had little understanding of how to build long-term financial security for myself or my family. That all changed when I transitioned into the financial services industry. I quickly realized that financial literacy is something many people never receive—especially early in life—and that gap can cost us time, money, and peace of mind.
Today, I’m passionate about helping others avoid the same mistakes. Because financial literacy isn’t just about numbers—it’s about freedom, confidence, and building the life you want.