...therefore get wisdom: and with all thy getting get
UNDERSTANDING
WHO WE ARE
At Wisdom Principal Financial we specialize in benefits for individuals, the self-employed and small businesses of 100 or less employees. We take the guess work out the equation for you by presenting you and/or your staff with a suite of benefits that will work for any phase of life. Whether you are in your twenties and starting a new family, becoming an empty-nester or you are approaching retirement we have the benefit(s) that will usher you into life's phases confidently. Browse our website and complete the Contact Us form below to schedule your no cost Virtual Consultation to find the option that best fits your life's phase.
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 minority communities, and 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.
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The Pocket Book Review
Our educational podcast (coming soon)