Protecting Families

Is your family income and legacy protected properly?

Correct Decisions

Are you making the right financial decisions for your families future?

Earn More Money

Are you open to new and creative ways to earn more income on either a Part Time or Full Time Basis?

Our Availibility

Our Team is available from 8AM – 6PM Monday – Saturday EST. Please reach out to us during those hours at 407-768-1513

WHO WE ARE

Our Mission,
Values and Motto

Our Mission is to help people from all walks of life to become the better version of themselves through financial education. We plan to educate and train all so that they can then go out to the 270+ million families that are not properly financially educated in the United States. Our goals are to educate people on how to get out of debt, how to save money the proper way and how to earn more income in new and creative ways.

LV8 Financial Team

Licensed Brokers with Over 20 years of Experience

OUR SERVICES

How we help you protect and make the right decisions for your family

Protection & Assurance

We will show you how to protect against loss of income and how to properly protect family assets.

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Financial Consulting

Managing expenses is key to cash flow in your personal finances and in business. We will also assist you in adding additional income to your bottom line.

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Build Wealth

We show you how to outpace inflation and reduce taxes. In addition our team can provide professional money management.

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Strategic Planning

We will help you with your Financial Needs Analysis which will include how to setup an emergency fund and how to prepare for unexpected expenses.

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Debt Management

We will put a plan in place to consolidate your debt and then eliminate that debt. Our plan is to get families out of the 78% that are one paycheck away from being homeless.

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Preserving Wealth

We will setup and show you how to build a family legacy and reduce taxation. This will include setting up a Trust and/or Will very quickly and at a very nominal fee.

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Financial Need Analysis with a Client
FNA with a Client: March 24, 2019

Financial Need Analysis with a Client

Our team helping a client setup a protection fund account for her children.

Everest Account Client
Everest Account Meeting: November 14, 2018

Everest Account Client

Client had a sudden death in the family met with our team member regarding Everest Account Benefits.

Legacy Shield Client
LegacyShield Meeting: January 18, 2019

Legacy Shield Client

Our team member met with some clients to setup a Family Trust to pass on their legacy.

Financial IUL Client
IUL Clients: October 28, 2018

Financial IUL Client

Team member going over IUL benefits the customer can action on a product they've had for 8 years.

LB Product Client
Living Benefits: August 27, 2018

LB Product Client

Client getting a Living Benefits Product.