Step 1 - AfroEconomics™ Comprehensive Financial Planning process STARTS with a Personal EMPOWERMENT Meeting with JB Bryan, President & Chief Investment Officer - a 2 hour goal setting and comprehensive personal financial planning session that focuses completely on YOU and your financial goals.
Step 2 - Technology coupled with Personalization: AfroEconomics™ Financial Planning Online High-Tech Portal using the lastest technology to illustrate, organize, and assist in calculating your financial needs, investment selection, and to monitor progress and changes.
Step 3 - Portfolio Analysis: AfroEconomics™ Investment Risk Analysis and Asset Allocation review every 6 months at a minimum - to establish, monitor, and maintaining your personal Investment Policy and goals.
Step 4 - Quarterly Meetings: AfroEconomics™ Personal EMPOWERMENT Meetings # 2, #3, and #4 Quarterly - Personal Comprehensive Financial Planning Meetings for accountability, review, and follow-up.
GIFTS : 3 FREE E-books :
AfroEconomics™: Our Black Wealth Matters
AfroEconomics™: Our Black Wealth Matters - The Workbook
AfroEconomicss™: Me, My Family, My Legacy (Activity Book for Kids)
Step 5 - PARTICIPATE WEEKLY: AfroEconomics™ MEMBERS ONLY MEETINGS/WEBINARS/TELECONFERENCE.
STEP 6 - ATTEND EVENTS ( Our feature events: The Black Business Summit, Today's Black Man and His Money, KING DAY BRUNCH - all FREE to members). Plus, CELEBRATIONS Members-ONLY AfroEconomics™ Networking/E-Networking Events.
STEP 7 AfroEconomics™ TAX Planning and Review throughout the year.
STEP 8 AfroEconomics™ Work Benefits Analysis through the year.
STEP 9 AfroEconomics™ Legacy and Estate Planning and Review annually.
STEP 10 AfroEconomics™ Credit Report and Debt analysis semi-annually.
AfroEconomicsEvents and Membership for YOUR Financial Empowerment. Powered by JB Bryan Financial Group, Inc. A Registered Investment Advisory Firm - The Home of AfroEconomics.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Call or Email Us: 1-844-JBBRYAN (522-7926) email@example.com
Powered by: JB Bryan Financial Group, Inc. A Registered Investment Advisory Firm
Virginia - Washington, DC Maryland - New York
Corporate Office: 3900 Westerre Parkway Suite 300 Richmond, VA 23233