Faith Teope Faith Teope

Forty Years of Inspiration

401k and ESOP plans may be the business, but their heart for people knows no bounds. From selling ice during the Depression to writing a children’s storybook that lays the foundation for financial literacy, when it comes to discovering ways to support the positive economic trajectory for people, this family is indefatigable.

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Faith Teope Faith Teope

Stir-fry with a Side of Money

"The real gift is not the money, but the positive reinforcement to be clever with it." The school night when making dinner, made little investors instead.

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Faith Teope Faith Teope

The Gift of Potential

This is not another college savings article on what a 529 is and why you need one for your child. This is about a busy mom of four who wants to help you give your kids the gift of passive income skills.

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Since 1979

From the first breath of our company the focus has been the same. Behind every company, is a human being held up by the strength of their people. We believe that serving those humans, rather than an institution, is what transforms a common tool into something that can create positive change in their financial trajectory.