Hello! My name is Alexander Schultz and I am a financial professional and entrepreneur with a passion for helping families understand their finances. I am licensed in North Carolina and South Carolina and specialize in all aspects of personal finances, including retirement planning, college planning for children, life insurance coverage, small business insurance, funeral and final expense services, and comprehensive financial education. I can provide all of my personal licensing information if needed from both Carolinas.

Our company slogan is "No Family Left Behind", which is why we are willing to meet with anyone and everyone who needs our services. This is also why our consultation is 100% free to all of our clients and incoming clients. Even if it does not seem like the right fit, even if the products are not suitable for the client's needs, our mission is to provide financial literacy and help people understand their money.

In 2022, I began a financial services firm in partnership with a brokerage based in Los Angeles. Since their inception nearly 20 years ago, almost 30,000 families have been happily protected with our products. I am partnered with 100+ top institutions such as Nationwide, Fidelity, Transamerica, Prudential, Athene, Pacific Life, and more to pinpoint the needs of the clients I serve.

I graduated with a B.A. in Economics from Elon University and certification in Data Analytics from Johns Hopkins School of Engineering. I absolutely love working with people and helping people. It is why I started this business, and why I am so passionate about it. We don't learn these things in school... taxes, finance, budgeting, etc. That is what my goal is, to provide everyone with an equal opportunity for financial education.