MEMBER Benefits
- Investment Advisor JB BRYAN created, developed, and regularly updates the AfroEconomics™ Membership benefits. It is a comprehensive and holistic Financial Planning process based on her Book. Your membership begins by a SET-UP meeting with JB BRYAN. The SET-UP process includes several Personal EMPOWERMENT Meetings with JB Bryan, President & Chief Investment Officer. It all starts with learning the 10 Principles of AfroEconomics™ starting with goal setting software and website that is included. The comprehensive personal financial planning sessions focus completely on YOU and your financial goals. The goal is to eventually meeting once a Quarter - but initially we meeting as much as needed. Unlimited calls , Zooms Meetings, Office Meetings - ALL INCLUDED.
- 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. Financial Planning, Secure File Storage, and Financial Planning software and website ALL INCLUDED.
- Portfolio Analysis and Development: 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.
- Establish stock brokerage accounts for investment trading. Transfer Brokerage accounts for Individuals, IRAs, Rollovers, Trusts, Business Accounts.
- Minimum of Quarterly Meetings: Personal Comprehensive Financial Planning Meetings for accountability, review, and follow-up. Tax Reviews and Tax Strategies.
- Members ONLY LIVE EVENTS in Virginia, Washington, DC or New York.
- TAX Planning and Review throughout the year.
- Health Care Analysis and Optimization - assisting the member in selecting the best healthcare plan for member based on client budget, options, and health conditions.
- Health & Wealth (Personalized) discussions on improving and maintaining great health throughout our life. The strategy is to avoid the high cost of illness or disabilities that may reduce earns or assets.
- Work Benefits Maximization and Analysis throughout the year.
- Legacy and Estate Planning review annually. Assist the member in planning the best way to assure their desires are met in the future.
- Credit Repair - Credit Report Reviews. Quarterly or Monthly. Credit repair and credit Confidence development. and Debt analysis semi-annually.
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