...therefore get wisdom: and with all thy getting get
UNDERSTANDING
WHO WE ARE
We are Wisdom Principal Financial, LLC, a Financial Literacy and Insurance, boutique practice of dedicated financial professionals committed to serving small businesses, the self-employed, and retirees. With a focus on personalized service, we understand the unique challenges faced by our clients and strive to provide tailored insurance solutions that meet their specific needs. Our expertise in life and health insurance allows us to guide our clients toward achieving financial security and peace of mind.
What We Do
At Wisdom Principal Financial Inc. we strive to provide our clients with the unique advantages of working with a small financial firm. We focus on providing quality financial advice and solutions to self-employed individuals, small businesses and minority communities. Our experienced advisors are passionate about helping our clients reach their goals.
We understand the specific financial needs of our clients, and our team provides comprehensive strategies that are tailored to their individual goals. Our mission is to empower our clients to have the financial knowledge and confidence they need to make the right decisions.
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The Pocket Book
Our founder, Toni Johnson Cormier, was born and raised in Houston, Texas. Her family's roots stem from both Texas and Louisiana and it is these roots that lay the foundation for our organization. Growing up among the elder women in her family Toni constantly heard the phrase "pocket book". As she grow older she came to the understanding that a "pocket book" was a women's purse or that secret place where important papers were kept. Here at Wisdom Principal Financial you will hear us refer to your financial documents as your Pocket Book. (Patent Pending)
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The Pocket Book Review
Our educational podcast (coming soon)