Control Your Route Financial
Empowering Family Wealth
Unlock the Path to Financial Wisdom and Security through our Education-Centric Platform
About Us
Embarking on a Journey of Financial Freedom
At Control Your Route, we are committed to guiding families and individuals on a journey to financial empowerment and independence. Our foundation is built on the belief that everyone deserves access to the tools and knowledge necessary for making informed financial decisions. Our team, fueled by personal experiences and a passion for educational change, strives to bring clarity, direction, and lasting impact to the financial futures of those we serve. Join us in shaping a world where financial literacy paves the way for peace of mind, health, and happiness for all.
Our Mission To Forge Lasting Legacies
Our mission is to empower families and entrepreneurs—from infants to grandparents—with the knowledge and tools for financial independence, ensuring readiness for life’s uncertainties. We are dedicated to elevating financial literacy to bridge the wealth gap and transition from temporary solutions to sustainable financial planning. Join us on this transformative journey toward a future where informed financial decisions foster peace of mind, health, and happiness for all generations within your family.
LICENSED IN ALL 50 STATES
Our Services
Estate Planning
Comprehensive estate planning services provide peace of mind by ensuring your assets are protected and your loved ones are taken care of for generations to come.
Legacy Planning
Our life insurance services offer the best coverage options to safeguard your loved ones' financial future, regardless of life's uncertainties.
Financial Planning
Our financial planning services provide tailored strategies to help you achieve your long-term financial goals and navigate through various stages of life with confidence and security.
Tax-Free Retirement
Unlock a tax-free retirement with our strategic planning services, designed to secure your financial freedom without the burden of future taxes.
Financial Management
Elevate your financial well-being with our comprehensive services, blending effective debt management strategies with financial optimization to empower sound decision-making and unlock your full financial potential.
Educational Training
Our educational training programs provide valuable resources and insights on estate planning and financial literacy, equipping you with the knowledge and tools to plan for the future and make informed financial decisions.
Our Esteemed Alliances
Strategic partnerships with more than 20 distinguished carriers, we craft solutions that promise not only comprehensive safeguarding but also the flourishing of your assets.
Specialized Solutions
We tailer retirement strategies that fit your individual needs
Our team recognizes the uniqueness of your retirement journey, necessitating a customized approach. We are committed to offering thorough services, meticulously adapted to your specific needs. Our team of knowledgeable experts are devoted to guiding you towards financial prosperity and expansion, equipping you with the wisdom to navigate your fiscal path confidently.”
Featured
Frequently Asked Questions
The best time to start saving for retirement is as early as possible, ideally in your 20s or as soon as you start earning. Starting early takes advantage of compound interest and can significantly impact the growth of your retirement savings.
The amount you need to save for retirement varies based on your desired lifestyle, retirement age, life expectancy, and other personal factors. A common guideline is to aim for 70-80% of your pre-retirement annual income to maintain your lifestyle in retirement.
The choice between term and whole life insurance depends on your specific financial goals, budget, and how long you need coverage. Term life is straightforward and less expensive, covering you for a set period, while whole life offers lifelong coverage with an added savings component.
Essential components of estate planning include a will, a durable power of attorney, a healthcare proxy, and often a trust. These elements help manage your assets during your life and distribute them after your death according to your wishes.
Review and update your estate plan regularly, especially after significant life events such as marriage, divorce, the birth of a child, or a substantial change in assets. Consulting with an estate planning attorney can ensure your plan aligns with current laws and your wishes.
Ready To Get Started?
How can we help you?
Let's Build Your Generational Wealth
Improve your financial future
Find out how our tailored strategy can assist you in reaching your financial objectives. Book a consultation with us now.