Build

Generation Wealth

Empowering Families to Thrive Financially

We believe that financial education is key to creating and preserving wealth for families. Our goal is to empower you to make informed decisions about your finances and plan for a secure future.

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What we provide

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Debt Management

Gain financial stability with our debt management service - customized approach, expert guidance.

Wealth Protection

Ensure your financial future with our asset protection service customized strategy,

expert guidance.

Life Insurance

We help individuals and families navigate their life insurance options and choose the policy that best fits their needs.

Financial Needs Analysis

Assess your financial needs, plan for retirement, college and more with our Financial Needs Analysis service.

Retirement Planning

Secure your future with our expert retirement planning service - Customized plans, expert guidance.

College Planning

Secure your child's future with our college planning service - budgeting, funding options, expert guidance.

Who Is Vivian

Our mission is to inform and guide people in our community so that they can take charge of their financial futures. As financial professionals, we understand the value of building and keeping family wealth, and our mission is to assist others in doing the same.

We realized that many individuals and families in our community want financial education, which is why we founded this company. Our goal is to ensure that every family can produce wealth, preserve wealth, and protect their income and wealth for future generations.