Price: $15

These digital flash cards were designed to help new MVC customers get a feel for the terms and words used frequently on wall street. These MVC flashcards will help you understand Wall Street terms in the simplest way.

Sick of Bills Package:

Price: $125

Includes stocks that will replace your monthly bills overtime. These stocks are owned by companies who operates your typical monthly bills.  

Taxable Package:

Price: $175

These municipal bond funds are TAX-FREE income funds. If you’re in a higher tax bracket, a tax-free income fund which contains tax-free municipal bonds from your state can be a wise investment strategy.

Retirement Package:

Price: $225

These ETFs, stocks, Roth IRA will help your portfolio diversify in a tax-advantaged account. This approach will generally give you the mix of growth and income that you need in order to meet your spending needs and sustain your portfolio over the long run.

Consultation Call

Price: $100

This 30-minute call will serve to answer any questions you may have regarding the stock market. If you’re someone who doesn’t know where to begin, this is the perfect service for you. A summary of the call is provided afterwards for you to walk away with notes.

Mid-Term Package (2-5 Years):

Price: $175

This collection will entail many stable companies but will also include mid-cap  companies who are more in the growth stage and still have an extreme amount of upside. An allocation of this sort will experience more risk but you will have the ability to capture the additional upside in

Long-Term Package (5+Years):

Price: $200

 This collection of mutual funds, ETFs, and stocks will be comprised of stable companies in which you are familiar with. Many of them pay dividends on a monthly, quarterly or annual basis. Reinvesting your dividends will help compound the growth of your assets.