Your Business. Your Terms
At Family Wealth Financial Services, we believe people should be in control of their time, their income, and their future.
Get Started TodayBuild a Business That Works for You
We know that the traditional 9-to-5 model doesn't fit everyone—especially not military spouses constantly relocating, transitioning service members adjusting to civilian life, or working parents trying to find balance.
Flexible & Scalable
Work part-time to start, build full-time over time. No income cap—your results match your effort.
Work From Anywhere
Build your business remotely from anywhere in the U.S. Choose who you work with and how you build.
Full Support System
Mentorship, training, and tools to help you succeed—even if you've never worked in finance before.
This is Your Business in a Box
Step-by-Step Roadmap
A clear path to launch your own financial services business with confidence.
Expert Mentorship
Learn from experienced leaders and Certified Field Trainers who want you to succeed.
Licensing Support
Full training and guidance—even if you've never worked in finance before.
Marketing Tools
Access to presentations, software, and resources to help you grow.
Ongoing Training
Workshops, webinars, and weekly strategy calls to keep you moving forward.
Growth Path
The chance to grow from agent to agency builder and team leader.
You don't have to know it all. You just have to be willing to grow, to serve, and to lead.
How It Works
We know stepping into a new industry can feel overwhelming. That's why we built a step-by-step system that meets you where you are.
Step 1: Get Licensed.
We start by helping you get your state life insurance license, which is the first step to becoming a financial professional.
- No experience needed
- Study at your own pace
- Access to online courses and practice exams
- We guide you through the entire process
Once licensed, you'll be able to start helping families and earning income right away.
Step 2: Train & Launch.
After you're licensed, you'll begin your journey as a business owner—not just a rep.
You'll receive:
- Structured onboarding
- Mentorship from a Certified Field Trainer (CFT)
- Access to presentation tools, systems, and scripts
- Practice sessions and live client shadowing
- Weekly training calls and workshops
We'll help you launch your first few appointments so you feel confident in your ability to guide clients and build your brand.
Step 3: Grow Your Business.
Now that you've got the foundation, it's time to scale up—on your terms.
You'll learn how to:
- Generate your own leads and referrals
- Grow your client base
- Introduce others to the opportunity
- Begin building your own team of agents
- Develop leadership and business-building skills
With the support of our community, you're never doing this alone.
Step 4: Lead & Elevate.
As your experience and impact grow, you'll have the chance to step into leadership roles—training new agents, mentoring teammates, and even building your own agency within our platform.
This includes:
- Becoming a Certified Field Trainer (CFT)
- Leading weekly trainings or team meetings
- Advancing through promotions
- Developing residual income from team production
- Creating a legacy business that outlives you
This is where you go from building a business... to building a legacy.
What You Get
When you join Family Wealth Financial Services, you're not just starting a business—you're stepping into a proven platform backed by training, mentorship, and community.
1. Full Licensing Support
We help you every step of the way to become licensed with access to state-approved courses, practice exams, and one-on-one coaching.
2. Mentorship & Coaching
You'll be matched with a Certified Field Trainer who will personally mentor you through shadowing, feedback, and weekly check-ins.
3. Business Tools & Systems
Access our full suite of tools including CRM systems, presentation tools, appointment scheduling, and marketing templates.
4. Team Training & Community
Weekly team trainings, special workshops, private group chats, and monthly celebrations keep you connected and growing.
5. Promotion Path & Growth
Clear promotion milestones, residual income opportunities, and the ability to build a legacy business that can be passed down.
6. 190+ Provider Network
Access to an elite network of top financial companies offering life insurance, investments, annuities, and more.
Bottom Line: You Get the Blueprint—And You Make It Yours.
Whether you want to earn part-time income, build full-time freedom, or develop a team of your own, you'll have the platform, people, and purpose to do it—your way.
Why It Works
At Family Wealth Financial Services, we're not reinventing the wheel—we're giving people access to a proven model that works when people do.
1. A Clear, Step-by-Step System
From your first day, you're guided through a proven pathway with checkpoints, accountability, and support. No fluff. No mystery.
2. Real Mentorship from Day One
You'll be matched with an experienced Certified Field Trainer who has already done what you're about to do. We don't just want you to join—we want you to win.
3. A Mission Bigger Than Money
Our culture is driven by the belief that no family should be left behind. That sense of purpose attracts leaders and creates community.
4. Product Flexibility
Relationships with 190+ providers mean you're not stuck pushing products—you're solving problems and offering real value.
5. Built for Real People
You don't need a finance degree or sales experience. We've helped military spouses, veterans, teachers, and stay-at-home parents succeed.
6. Community + Accountability
With weekly team calls, peer recognition, and shared wins, you'll be surrounded by people who push you to grow.
In Short? This Works Because It's Built for You.
We give you the roadmap, the mentorship, the tools, and the culture—you bring the heart, the drive, and the vision. Together, we build something that lasts.
Ready to Build Your Business on Your Terms?
Whether you're looking to earn extra income or build a full-time legacy, we'll help you design your goals and build your path.
Get Started Today