Comprehensive Suite Of Services To Help You Master The Financial Habits And Secrets Of The Rich.

Your journey to financial security, building a legacy and having peace-of-mind starts with our expert services.

Black Wealth Accelerator Method

Our Premier Signature Program, coveted by discerning clients.

Perfect for professionals ready to cultivate, manage, and safeguard their wealth.

Our hands on approach brings our clients confidence and ensures you receive the results you deserve.

The Black Wealth Accelerator Method offers personalized financial solutions designed to help you master your finances. With comprehensive reviews and strategic planning, this program guides you through every aspect of wealth management, ensuring a stable and prosperous future.

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Financial Review And Analysis

  • Insurance review (audit auto, homeowners, renters, life insurance)
  • Recurring bill review (cell phone, cable, internet, etc.)
  • W4 review (audit paycheck deductions)
  • Retirement plan review (analyze 401K, IRA, 403b, etc.)
  • Review/Recommend Estate Planning (Will/Trust, health directives)
  • Analyze tax returns (review withholdings, opportunities for tax savings)
  • Analyze debt accounts (credit cards, student loans, personal loans)
  • Cash flow review (audit spending in checking & credit card accounts)
  • Review mortgage statement
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Ongoing Support And Education

  • Ongoing education modules
  • Advise, assist with financial guidance, questions, opportunities
  • Monthly report of spending/saving and review
  • Monitor spending
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Debt And Tax Management

  • Advise/Recommend optimal debt repayment plan & schedule
  • Tax Planning (recommend/implement tax savings strategies)
  • College Planning review recommendations
  • Assist with mortgage options (purchase/refinance)
  • Assist with capital purchase options (cars, weddings, etc.)

Customized Financial Planning

  • Create custom spending plan (budget)
  • Create custom savings plan
  • Recommend/implement strategies for ‘red, blue, green’ money
  • Recommend investment opportunities (private real estate group)
  • Disability Insurance review/recommendations
  • Recommend/Implement financial products, investments, etc.

Financial Services Suite

Black Wealth Financial offers a comprehensive suite of expert services available through personalized, one-on-one consultations.

Our offerings include money management, debt management, financial planning, wealth management, tax planning, insurance protection among many others.

Each service is meticulously crafted to meet the unique needs of our diverse clientele, ensuring that we provide tailored solutions for every financial aspiration.

financial services

Money Management

Take control of your financial future with our comprehensive money management services. We focus on developing strong financial habits, reducing unnecessary expenses, and providing ongoing support to ensure you stay on track toward achieving your financial goals.

  • Saving
  • Bill Review
  • Custom Spending Plan
  • Expense Reduction
  • Money Management
  • Monitoring/Accountability
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Debt Management

Our tailored debt management solutions help you escape the cycle of debt and achieve financial freedom. We provide strategic guidance to tackle various types of debt, ensuring a clear path to financial stability.

  • Credit Cards
  • Student Loans (pay off in 3-7 years)*
  • Mortgages Review/Planning (pay off in 5-9 years)*
  • Consumer Debt (car loans, personal loans, etc.)

 

*Improvements and results may vary

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Financial Planning

Plan for a secure financial future with our expert financial planning services. We offer comprehensive advice and strategies to help you achieve your long-term financial goals, from retirement planning to investment management.

  • Annuities
  • College Planning
  • 401k/IRA
  • Management
  • Holistic Planning
  • Retirement Plan Review
  • Estate Planning
  • Personal Pension Planning
  • Retirement Income Planning
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Wealth Management

Protect and grow your wealth with our proactive wealth management services. Our approach ensures your investments are managed with care and expertise, focusing on long-term growth and financial security.

  • Risk Awareness
  • Portfolio Review
  • Proprietary Tactical Overlay
  • Manager Screening, Selection, and Due Diligence
  • Prudent Portfolio Construction and Management
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Tax Planning

Discover the opportunities associated with proper tax planning and positioning. Through advanced tax mitigation, we uncover available incentives to help you keep more of your income by minimizing your taxes and maximizing your financial portfolio.

  • Proactive Tax Planning
    • Wealth Maximization
    • Financial Position Optimization
    • Proprietary Programs and Processes
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Insurance Protection

Ensure your financial security with our extensive insurance protection plans. We offer a range of insurance options to safeguard you and your loved ones against unexpected events, providing peace of mind and stability.

  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance

Navigate Your Financial Future With A Trusted Industry Expert

At Black Wealth Financial, your financial success is our top priority.

Our founder, a certified fiduciary with over 14 years of experience, understands financial challenges first hand. We've developed proven strategies that have been featured on platforms like Yahoo Finance, NBC, and Fox News.

Our unique qualifications, including securities licenses and ongoing CFP® education, set us apart from uncertified competitors, ensuring you receive expert, empathetic guidance tailored to your needs.

Testimonials

In one year with Jamilah:
1. I have paid off over 60% of my debt
2. I touched my savings goal
3. Increased my credit score
4. I purchased the car of my dreams
5. I have reversed many bad thoughts and habits about spending
6. And the best... I BOUGHT MY BABIES A HOME!!!

Richina Ellis

After about 6 months of working with Jamilah, I have paid off $30,000 in consumer debt and was able to handle an expensive, unforseen emergency (pet hospitalization) that I would not have been able to take care of if it had happened 6 months before! Not only has Jamilah helped me conquer one of my biggest financial goals, but she has taught me so much about how to keep more money, how to grow it, and about myself and my relationship with money. I am so excited for the next stage of my wealth journey- growing that money- and am so grateful I have Jamilah to guide me to building financial wellness and generational wealth!

Shai Wallace

3 Steps To Achieve Financial Success

1

Schedule A Consultation

Let's start with a strategic discussion to understand your financial landscape and objectives.

2

Customized Financial Blueprint

We will craft a tailored financial plan that meets your personal and familial goals.

3

Achieve Financial Success

Implement your personalized strategy to ensure financial growth and stability.