ABOUT
Succeed Consulting Firm Inc. has a combined experience of 20 years in business management and estate planning. Succeed Consulting Firm Inc. was started based on the absolute need for helping small business owners that were looking to protect their assets. Our mission is to provide a wide range of affordable estate planning strategies and business solutions for all business owner and estate planners. Our vision is to service thousands of clients nationwide, giving them the opportunity to become better business owners resulting in better business practices.
NICE TO MEET YOU
OUR MISSION
Our mission is to design and implement services that promote financial independence, responsibility, discipline, and entrepreneurship.
Our philosophy is to empower communities through economic training and education, assisting in the implementation of entrepreneurial ideas. We are looking to train the next generation of entrepreneurs.
Succeed is a estate planning and business consulting firm that services individuals, start up businesses as well as existing businesses. Make it your choice to SUCCEED by joining us today.
Mission
Design and implement services that promote financial independence, responsibility, discipline, and entrepreneurship.
Motto
We are looking to train the next generation of estate planners an entrepreneurs. Make it your choice to SUCCEED.
Philosophy
To empower communities through economic training and education, assisting in the implementation of entrepreneurial ideas.
My Story
My time at Coca Cola was an incredible journey that shaped me both professionally and personally. I am excited to bring that expertise and passion to the next chapter of my professional life.
To further enhance my knowledge and skills, I pursued a Master's Degree (M.B.A) in Business Administration from the University of Phoenix. In 2008, I took a leap of faith and established my own company, Succeed Consulting Firm Inc., which has successfully assisted over 1000 small businesses in achieving their goals.
Why I Do It
In 2015, I recognized the importance of life insurance in estate planning and became a Certified Trust Consultant through rigorous training and certification programs. This led me to obtain licenses as an insurance representative and financial planner in 2020. Over the past 7 years, I have provided consultation services to more than 500 clients in Estate Planning and Trust services.
Currently, I am dedicated to furthering my expertise by working towards becoming a Certified Financial Planner. My ultimate goal is to empower the next generation of entrepreneurs and uplift communities through economic training and education.
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