top of page

We Believe in
Financially Independent
Families, Businesses, and Communities.

Wendy Lucas

2210 Riverside Dr Ste 220. Mt Vernon, WA 98273

(360) 540-0452

(360) 540-0452

mailto:wendylucas.pri@gmail.com

Learn

Financial Education is the key to
Protect and Secure your Lifestyle.

Learn the principles of a sound "Financial House"

House model with real estate agent and customer discussing for contract to buy house, insu

Map

Professional business meeting_ young couple as customers and an adviser for finance, inves

Helping with every aspect of your financial life.

Schedule a time to create, or reaffirm, that you are on track for Financial Freedom.

Complimentary and Comprehensive
Financial Needs Analysis,

Get Clarity, Lower Stress!

Schedule a Time to Meet

Build

Are you looking for a lifestyle that offers
freedom and flexibility?

Are you looking for
extra income part‐time....
Or a Full Time business that you can build?

Click "View Video" to learn more about
why we continue to expand and grow!

Team High Five

Download your free copy of 'How Money Works'

Introducing to you,
basic, common sense financial concepts
and principles,

Helping educate you about
Sound Financial Choices.

Screen Shot 2021-07-06 at 3.48.56 PM.png

Download Adult Version

Download 'For Kids' Version

Meet some of our Corporate Partners

To play, press and hold the enter key. To stop, release the enter key.

Not all products and services are available in all states, territories, or the District of Columbia. A representatives ability to offer products from the companies listed is subject to state and federal licensing and certification requirements.
For additional details regarding contractual arrangements and company affiliations detailed above....Click Here

All rights to this page reserved by host owner. Any questions relating to the build of this page, Click Here for Contact Info

bottom of page