About Us
Who We Are
We educate, equip and enlighten present and future grandparents on how to leave a legacy, not a bill. We believe in providing our clients with clear and effective information. We show you how to protect your assets, avoid unnecessary costs and secure your family’s wealth. Preventing families from losing their estates. Our clients are satisfied with the resources we provide to help them reach their goals in the estate planning process. We are providing a blueprint for grandparents to discuss and understand the different generations. We show grandparents how they can have a positive influence by offering love and guidance, imparting wisdom, passing on traditions, and making memories to value for the rest of their lives. We are strengthening the community to reestablish their estates, financial literacy and wealth transformation.
Our Mission
To help educate the community that with proper estate planning, you can make sure that when the time comes, your possessions and assets are distributed according to your wishes and desires.
Upon their death that the support of their spouse and children will be honored, avoid unnecessary probate expenses, minimize the cost of estate taxes, and to transfer your property to your heirs and legatees.
We simplify estate planning to give you peace of mind and to protect those you love when you are gone.
In addition to estate planning, we provide a Next Steps workshop to help grandparents build memorable relationships with grandchildren, create wealth for grandchildren, academic guidance and becoming a healthy grandparent.
Vision: A Grand Opportunity:
Grandparents, you have a unique role to fulfill in your grandchildren’s world, and attending to their emotional development will have a huge impact. Don’t be naïve. or complacent when it comes to your role. Don’t leave your grandchildren. wandering or looking for the emotional fulfillment that they need and deserve. Steady streams of appreciation, encouragement and blessing are gifts will, distinguish you as a grandparent. Empower and endow your grandchild. In any and every way possible, bring your best to your grandchild’s life.
Helping grandparents create a S.A.F.E. Place for their grandchildren. S.A.F.E. stands for Spiritually, Academically, Financially, and Emotionally.
We are strengthening the community to reestablish their estates, educate themselves on transferring wealth and financial literacy.
Providing the resources to incorporate wealth transfer to the next generation.
Statistics show that Black Americans are missing out on a $68 trillion wealth transfer due to a significant lack of estate planning and financial literacy.
We offer online and onsite estate planning and next steps workshops, as well as a licensed broker who can help those families who are ready to start the process immediately.
Who We Serve
We serve the community of parents, grandparents and loved ones who want to provide peace of mind to those who matter to you the most. Grandparents ages 40 & up on how to generate wealth and leave a legacy.
If you are ready to protect your legacy, get the answers you need to plan your estate, build a S.A.F.E. place for grandchildren and get the answers from an experienced professional, email us at Info@ProficiencyCoach.com.
READY TO START?
You will be on your way to leaving a legacy, knowing you have a properly prepared plan in place that will give you and your family peace of mind.