Powell Wealth Strategists your guide to Financial Freedom
Guiding over 10,000 Clients to Financial Success and Beyond.

Our success

we take pride in our commitment to empowering individuals on their financial journey. With a track record of successfully guiding over 10,000 clients, we are dedicated to helping each person reach their unique financial goals.

Voice of a Beneficiary

Janice Gray

In June of 2021, life took an unexpected turn for me when I was diagnosed with T-Cell/B-Cell Lymphoma, an aggressive blood cancer. As a military veteran, my medical journey began at the Veterans Administration (VA), and I embarked on a challenging six-month period of extensive chemotherapy treatments through the National Institute of Health (NIH).

Little did I know that a decision I made in the latter part of 2020 would become a beacon of financial support during the toughest moments of my life. A financial services presentation had sparked my interest in a cash accumulation and Living Benefit (LB) life insurance policy. The concept of not only protecting my money but also witnessing it grow resonated with me. In March 2021, I completed the paperwork for this insurance program, not fully comprehending the profound impact it would soon have on my life.

Amidst the turmoil of my cancer diagnosis and treatment, I received a call from my insurance agent, checking in on my well-being. It was in this conversation that I shared the challenges I was facing. To my surprise, she informed me, "We can help you." At that moment, I realized the untapped potential of the Living Benefit aspect of my policy. With the support of my agent, I filed a claim with the insurance company. The required follow-ups and assessments swiftly took place, and within a few short months, a significant relief arrived in the form of a $352,000 check. This payout represented up to 90% of my death benefit and provided a crucial financial buffer during a time of immense personal struggle.

The funds I received not only alleviated the burden of medical expenses but also spared me the anxiety of unexpected bills and financial uncertainties that often accompany a health crisis. The decision to invest in the Living Benefit policy just four months before my cancer diagnosis turned out to be the best financial choice of my life.

Reflecting on this transformative experience, I am now on a mission to share my story. I want everyone in my circle and beyond to understand the importance of having a Living Benefits policy as a safety net in the face of unforeseen health crises. My heartfelt gratitude extends to Powell Wealth Strategists for offering these types of policies to their clients, ultimately changing lives by providing financial security when it matters most.

Where your goals become our mission

Voice of more beneficiaries

  • "I can't express how grateful I am to Powell Wealth Strategist (PWS) for their exceptional service and expert guidance. When I purchased my home, I realized the importance of safeguarding my investment and securing my family's future. Traditional mortgage insurance only protected the lender, leaving me vulnerable in the face of life's uncertainties.​​
    PWS stepped in and provided me with the perfect solution - a tailored life insurance policy that truly puts my interests first. With coverage for heart attacks, strokes, and cancer, I can rest easy knowing that my home and my loved ones are protected, no matter what life throws our way.​​
    Their team's dedication to understanding my unique needs and crafting a personalized plan has given me peace of mind. I highly recommend PWS to anyone seeking financial security and comprehensive protection. Thank you, PWS, for going above and beyond to ensure my home and my future are in safe hands!"​

  • It's not every day you come across a financial advisor who goes above and beyond to secure your financial future, especially when you have a few medical issues that might make you think twice about being covered. That's exactly the extraordinary level of service I received from Powell Wealth Strategies (PWS).  When I approached PWS, I had some concerns about finding the right life insurance product due to my medical history. I thought I might be out of options. But PWS, with its wide range of choices, offered a solution that exceeded my expectations. They truly exemplify their commitment to ensuring that everyone is take care of. ​

  • As someone who, unfortunately, couldn't become a client of Powell Wealth Strategist (PWS) due to health reasons, my journey with PWS has taken a unique and deeply meaningful turn. I am immensely proud to represent and collaborate with Anethia and Charles Powell, in my quest to educate others on the vital importance of financial knowledge and protection before life's unexpected challenges occur.​

Next
  • ← Prev
  • Next →
Some frequent asked questiones

FAQ'S

Financial literacy is the ability to understand and manage your finances effectively. It involves knowledge and skills related to budgeting, saving, investing, debt management, and other financial concepts.​

Financial literacy is essential for making informed decisions about money, achieving financial goals, and avoiding common financial pitfalls, such as debt and overspending.​

High school and college curricula don’t provide much education on the topic of Financial Literacy, despite the fact that adults make some of the most impactful financial decisions of their lives around the age of 18. Most people do what they see their parents and friends when it come to financial matters and even bank messaging along with their own personal mistakes. Learning financial lessons the hard way can make it difficult for people to minimize debt and build long-term wealth.​

That’s why it’s so important that school district employers offer information about finances. After all, employers are the source of most people’s largest portion of income in any industry. Today, 80% of American employees are in demonstrable need of financial education, yet only 63% of their work organizations currently offer it. 

Most people are not aware that their retirement plan, such as a 401k, TSP, IRA are not designed for them to build wealth nor is it the best retirement plan available. Employees work hard for their money, they need to know where they can put their money where they can get the gains in the market with reasonable rates of returns without downsize risk, which means they will never lose a penny in their account. Most employees think its ok to gamble with their retirement by watching the market and their money go up and down. 

Teaching children about money management can start with age-appropriate lessons on saving, spending, and budgeting. It’s also helpful to set a good financial example and involve them in family financial discussions.​

Roth IRAs and Traditional IRAs are retirement savings accounts with different tax advantages. Roth IRAs are funded with after-tax dollars, while Traditional IRAs are funded with pre-tax dollars. Understanding the differences is important for retirement planning.​

Yes. We provide 30-minute webinars to employees on their lunch breaks. Just schedule it on the calendar to learn the strategies that wealthy people use to avoid losses in the market and only gains.   www.calendly.com/AnethiaPowell​

Compound interest is the interest earned or paid on both the initial principal and the accumulated interest from previous periods. It’s important because it can significantly impact savings and investment growth over time.​

There are several reasons why people fail financially. One reason is due to a lack of financial literacy. People don’t know what they don’t know about money. Most people wake up, go to work for someone else for 30 – 40 years of his/her life only to be left broke at the end of that journey.  Most people have poor financial habits. They are not learning nor educating themselves on basic financial principles like pay yourself first before you pay someone else, for example: bills. ​

Most people know how to work for money, but most people don’t know how to make their money work for them.  This is where we help families by implementing the  Rule of 72 into one of their financial strategies for building wealth along with index strategies​

A Risky Bet for Retirement
Use form below to say hello!

Accomplish your financial goals with Powell Wealth Strategists.

Talk with an Powell Wealth Professional to help create your ideal financial future.

Call at 770-935-8114
Address: 4850 Sugarloaf Pkwy, Suite 209-345, Lawrenceville, GA 30044

Contact form

Send a message

Call at 770-935-8114
Address: 4850 Sugarloaf Pkwy, Suite 209-345, Lawrenceville, GA 30044