Too many families are being overlooked because most financial service firms focus primarily on the wealthy. At Revolution Financial Management, we are driven by our desire to help the American family get into a better, stronger financial position.
Revolution Financial Management was founded in Southern California by a team of industry professionals advised by Shawn and Jaime Villalovos. Over the last 14 years, Shawn and Jaime have been helping bring Wall Street "secrets" to Main Street. After learning these fundamental concepts of building wealth at the age of 22, it has been their passion to help this information reach middle-America, who for far too long, has been overlooked by the financial industry. They have been dedicated to building a strong business, focused on a foundation of character strength and core values, under the direct mentorship of industry giant, Rich Thawley. When Rich first started going into homes over 30 years ago, and sitting down with families to discuss their financial situations, he was amazed at how few people had any real money saved and how almost no one had established financial goals or developed a clear plan to reach them. As we look around us today it’s not only obvious that it has gotten worse, but also the financial services industry increasingly focuses on the wealthy and struggles to meet the needs of the majority of American families.
Revolution Financial Management uses a unique business model to meet this tremendous market opportunity. This hybrid takes the strengths, professionalism, and productivity of the traditional industry and combines them with financial incentives and entrepreneurial mindset to create the ideal environment for associates to build their own independent agencies. Our goal is to build a highly-trained field force equipped with better tools, products and services that will reach out to a broader spectrum of the US marketplace on a larger scale than has ever been achieved before. We are dedicated to helping American families get clarity on where they want to go financially and how to get there.
Mission 1- For the Consumer
Create a generation of people who are disciplined and wise with their money.
Mission 2 - For our Associates
Help our associates build strong, enduring businesses that provide a great quality of life.
Since our priority is to build quality long-term relationships, we need our clients to feel comfortable and confident in the financial decisions they make with us. This is why we take a respectful, educational approach.
We use a three step process:
1.No business is done on the first visit; but we do discuss concepts, gather data and information
2.We do a Financial Needs Analysis and develop recommendations
3.We return and present those recommendations
Over the past several years, we have seen some the best products designs ever developed in the history of the financial services industry. However, too little of this information is reaching the marketplace. Revolution Financial Management is determined to provide the information and education necessary to make quality financial decisions at the family level. We are proud of our relationships with some of the most prominent financial service companies in the world.
INSURANCE
• Term Insurance
• Universal Life
• Annuities
SAVINGS
• IRAs
• Retirement
• College savings
DEBT MANAGEMENT
Use our Debt Calculator to chart a course, get out of debt fast and start accumulating money.
http://financialrevolution.com/debt-management-center
Revolution Financial Management is a financial services marketing company that is associated with World Financial Group, Inc. World Financial Group, Inc. (WFG) is a financial services marketing company whose affiliates offer a broad array of financial products and services. Revolution Financial Management Headquarters: 28632 Roadside Drive, Suite 240K, Agoura Hills, CA 91301. Phone 818.879.9514. WFG and WFGIA Headquarters: 11315 Johns Creek Parkway, Johns Creek, GA 30097-1517. Phone: 770.453.9300.
