MEMBER Benefits  

• Investment Advisor JB BRYAN created, developed, and regularly updates the AfroEconomics™ Membership benefits.  It is a comprehensive and holistic Financial Planning process based on her Book.  Your membership begins by a SET-UP meeting with JB BRYAN. The SET-UP process includes several Personal EMPOWERMENT Meetings with  JB Bryan, President & Chief Investment Officer.  It all starts with learning the 10 Principles of AfroEconomics™ starting with goal setting software and website that is included. The comprehensive personal financial planning sessions focus completely on YOU and your financial goals.  The goal is to eventually meeting  once a Quarter - but initially we meeting as much as needed. Unlimited calls , Zooms Meetings, Office Meetings - ALL INCLUDED. 

• Click here to learn more about the Benefits of AfroEconomics™Comprehensive Financial Planning

• Technology coupled with  Personalization: AfroEconomics™ Financial Planning Online High-Tech Portal  using the lastest technology  to illustrate, organize, and assist in calculating your financial needs, investment selection, and to monitor progress and changes.  Financial Planning, Secure File Storage, and Financial Planning software and website ALL INCLUDED. 

• Portfolio Analysis and Development: AfroEconomics™ Investment Risk Analysis and Asset Allocation review every 6 months at a minimum - to establish, monitor, and maintaining your personal Investment Policy and goals. 

• Establish stock brokerage accounts for investment trading.  Transfer Brokerage accounts for Individuals, IRAs, Rollovers, Trusts, Business Accounts. 

•  Minimum of Quarterly Meetings: Personal Comprehensive Financial Planning Meetings for accountability, review, and follow-up. Tax Reviews and Tax Strategies. 

• GIFTS for MEMBERS: 
• • AfroEconomics™: Our Black Wealth Matters 
  • AfroEconomics™: Our Black Wealth Matters - The Workbook
  • AfroEconomics™: Me, My Family, My Legacy (Activity Book for Kids)

  
  

• Members ONLY Meetings Group ONLINE each Friday WEEKLY. 
• PARTICIPATE WEEKLY:   AfroEconomics™ MEMBERS ONLY MEETINGS/WEBINARS/TELECONFERENCE

• TAX Planning and Review throughout the year.

• Life Insurance, Health Care, Property Insurance :  Asset Protection Optimization - assisting the member in selecting the best insurance plan and policies for your goals and budget.

• Health & Wealth (Personalized)  discussions on improving and maintaining great health throughout our life. The strategy is to avoid the high cost of illness or disabilities that may reduce earns or assets. 

• Work Benefits Maximization and Analysis throughout the year.

• Legacy and Estate Planning: Wills, Trusts, POAs preparation assistance.  Review annually. The goal is to assist you in planning the best way to protect you and your love ones.  

• Credit Repair - Credit Report Reviews. Quarterly or Monthly. Credit repair and credit Confidence development. and Debt analysis semi-annually.