We’re here to guide you in creating reliable, efficient money strategies so that you can reclaim ownership of your financial journey. Our focus on whole life insurance solutions allows you to store cash, build liquidity, and create certainty for your entire life. Along the way, we’ll help you recognize and harness the financial opportunities around you.
Working with us requires no minimums—only a commitment to learning, saving, and thinking differently about wealth and prosperity.
At Practical Wealth Education™, we don’t “manage your assets.” We put you back in the driver's seat by automating and optimizing your money habits so that you can KEEP control.
And we love teaching you how to use both the Cash Value and the Death Benefit to benefit your Whole Life.
Take back control of your money.
Be a Prosperity Thinker by applying the 5 Principles of Principles-Based Planning.
Grow your financial confidence while minimizing associated taxes and fees.
Learn and apply strategies to help you live long and prosper… without the stress.
Create, apply and AUTOMATE better money habits.
Take positive action every day.
How automating your savings activates long-term prosperity
We also know that when we automate wealth building, all those important things that get affected by money (relationships, health, inspiration, experiences) stand to benefit.
Here’s the deal: building and protecting wealth aren’t as effective when accomplished by willpower. You, as a “human doing,” only have so much stamina. Yet you, as a human BEING, are limitless. So here’s our question to you… are you willing to do the work to transform your mentality and your actions around money?
We want to put YOU back in control of your money. Our “Prosperity Economics” model will help you build wealth with certainty through automation—putting time back in your day.
Personal Prosperity Program helps clients gain control over their financial lives by fostering effective decision-making, creating customized strategies, and navigating financial obstacles. At Practical Wealth Solutions, the coach’s role extends beyond guidance to proactive mentorship, providing tools and insights that help clients reach financial independence, increase cash flow, and make purposeful wealth-building decisions. Coaches here also address clients' specific needs, whether they relate to debt reduction, tax efficiency, or personal finance improvement, always centering on strategies that align with long-term wealth creation and financial stability.
Personal Prosperity Program helps clients gain control over their financial lives by fostering effective decision-making, creating customized strategies, and navigating financial obstacles. At Practical Wealth Solutions, the coach’s role extends beyond guidance to proactive mentorship, providing tools and insights that help clients reach financial independence, increase cash flow, and make purposeful wealth-building decisions. Coaches here also address clients' specific needs, whether they relate to debt reduction, tax efficiency, or personal finance improvement, always centering on strategies that align with long-term wealth creation and financial stability.
Let's chat about what you want your money to do
You’ll learn about whole life insurance & how it can help you.
We’ll answer any questions you’ve got.
To learn How to be the Bank
The Private Reserve Strategy is a financial approach aimed at enhancing your financial position by minimizing unnecessary wealth transfer while building an accessible pool of capital. A key aspect of this strategy is that funds must be accessible through collateralization, providing both control and liquidity.
To learn Principles-Based Planning Approach
Answer just 22 questions to get your personalized Financial Health Score—and a tailored action plan for your journey to financial freedom!
Our guides provide:
• Availability to answer your questions & handle insurance requests, including
loans and paybacks
• Support in decision making around the utilization of cash value (and death benefit in your later years)
• Continued guidance towards optimizing all areas of personal finance in an effort
to simplify and streamline
Post Address and Mail
Email: [email protected]
Address
Office:
14 E Stratford Ave Suite 2b Lansdowne Pa 19050
Get In Touch
Assistance Hours
Mon – Sat 9:00am – 8:00pm
Sunday – CLOSED
Phone Number:
610-622-3121
Disclosure: Our content is meant for educational purposes only. While it’s our goal to help you learn about building a life of prosperity, we do not intend to provide financial advice. Please consult your financial, tax or legal advisor before making any investment or financial decisions. Information is only available to people who have a presence in the US.