Professional

Comprehensive

Financial Solutions

An inclusive financial brokerage with a mission to democratize wealth acquisition and financial empowerment.

Unlike other investment firms, we focus on comprehensive, full spectrum financial health instead of solely investing.

Sitting down and looking at your whole financial picture - all 6 of the below pillars - will optimize any investment strategy & guarantee it is sustainable.

Looking at the whole picture (instead of parts of it) is what breaks dysfunctional financial cycles, like boom-bust, or debt-bankruptcy-debt.

The 6 pillars of financial health:

1. Cash Flow & Budgeting

2. Emergency Fund

3. Debt Management

4. Proper Protection & Retirement Planning

5. Asset Accumulation & Investing

6. Estate Preservation

Unlike other investment firms, we leverage investment vehicles and strategies that protect against market losses, have higher rates of return than the stock market, and include additional protection and benefits.

Your money:

  • Grows faster.

  • Is accessible penalty-free before age 59.

  • Never has to recover from market dips.

  • Is tax advantaged vs taxable.

Unlike the traditional financial industry, our mission is to subvert the gatekeeping of wealth acquisition. All of our services are complimentary and available to anyone, regardless of financial status.

You now have unlimited access to free professional financial support and strategy for all time, no catch. (If that’s hard to believe, it’s because Capitalism has trained you well.)

Unlike the traditional financial industry, you will not be working with a Chad, who refuses to reveal your financial strategy unless you pay him, who ignores your financial goals and worries and just plows ahead with what gets him the biggest advisory fee, and who won’t even talk to you unless you have an expensive haircut and 5 figures plus ready to invest.

You will be working with trauma-informed, nonjudgmental, client-centered, healers and helpers disrupting the financial industry and determined to financially liberate and empower the 99%.

vortex financial website: learn more about the brokerage
Subscribe to financial literacy emails

You might not feel ready to get started…

The two biggest mistakes people make with money have nothing to do with money.

They are:


- Waiting to get support until you're either desperate or too underwater (a self worth wound).

or

- Waiting until you're "ready" (a perfectionism wound).

What if shifting your money identity begins right now?

What if filling out this form is the beginning of a whole new relationship with money?

Say yes to support, care and expertise around your money (you deserve it!), and let’s get something on the books: