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WEALTH BUILDING STRATEGIES

FOR WHAT REALLY MATTERS

We provide the clarity for your overall wealth planning strategy.

About Me

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Krystal Stevenson

Licensed Financial Professional / Asset Protector

YOUR FINANCIAL FUTURE SECURED: WELCOME!

As a seasoned insurance broker with hundreds of clients added to my financial family, I am passionate about empowering clients to secure their financial futures. Whether it's planning for retirement, building generational wealth through annuities or IULs, covering final expenses, or creating their own financial freedom from typical institutions through infinite banking, I am here to guide you every step of the way. Book a session with me today, and let's explore personalized tax-free solutions tailored to your unique needs and aspirations. Together, we'll pave the path to a prosperous and secure tomorrow for you and your loved ones. 💼👍

Licenses & Credentials

National Producer #: 19392489

Schedule a Call Today

WHAT’S IMPORTANT TO YOU?

FAMILY. HEALTH. FINANCIAL SECURITY.

Inspiration to Implementation

We are a low-risk wealth planning firm who serves families who are looking for a safe and tax-efficient plan.

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EMPATHY FINANCIAL GROUP'S WEALTH BUILDING CONCEPTS SEEN ON

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PROTECT

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REALLOCATE

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THRIVE

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FINANCIAL FOUNDATIONS

Phase 1 lays the foundation of how to create a better financial future and leave a legacy for your family by understanding the principles that grow someone's Circle of Wealth.

Learn the only three things that happen in someone’s Circle of Wealth

Uncover your present wealth creation position by answering the 4 retirement questions

Wealth solution

*Typically takes 60min

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FINANCIAL LITERACY

Phase 2 gives you the understanding and knowledge of how to manage personal wealth building effectively.

Go deeper on understanding the only five significant money moves someone can make

Learn how to avoid those financial dangers through the concept of the two tanks, and see how it protects your wealth

Uncover the financial dangers facing Americans looking to grow their Circle of Wealth

*Typically takes 60min

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EXECUTION

Phase 3 Implements the wealth creation strategy with precision, efficiency, and effectiveness to achieve your desired goals.

Review the “Dynamic Wealth Allocation Strategy” compared to your present wealth creation position uncovered in the financial foundations phase

Ensure that you can “qualify” with the financial product providers that will achieve your wealth building goals

Put your wealth creation strategy in place

*Typically takes 90min

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LONG-TERM WEALTH CREATION RELATIONSHIP IS KICKED OFF

Congratulations, your future financial position begins.

At each anniversary of your wealth strategy, you are invited to meet securely and privately online with a member of the Empathy Financial Team to assess your strategy and evaluate its annual performance. We will discuss the progress and make any adjustments required or necessary.

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TESTIMONIAL

“My experience with Agent Ms Stevenson was absolutely phenomenal. She was very attentive and showed empathy as I shared some of my life stories with her. She had Great advice. The one thing about Ms Stevenson is she didn’t just jump straight into prices like most insurance companies she actually took the time to ask about my finances and she took her time to do the proper research and made sure My insurance policy was affordable. I am extremely happy and satisfied for meeting such a professional agent who really shows that they care about me, and my family and made sure she handled my financial obligations in the most affordable way…I highly recommend Ms Stevenson for your future services and all your financial needs. ”

-Sarita- IL

“Thank you so much for your patience. I appreciate you for working with me to find a solution that works. You're a great asset... stay in this space, it works for you.”

-Toni- NC

"Thank you so much for helping me and my wife's future, especially with her health concerns. It was an easy and enjoyable process."

-Mark- AZ

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EMPATHY FINANCIAL TEAM

With over a combination of 25 years, the Empathy Financial Team has helped hundreds of clients achieve a more abundant life through safe and sound principles, innovative strategies, and impassioned dedication to the proven Thrive During Retirement True Wealth Process.

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