Stop Overpaying in Taxes. Start Saving Smarter.
Georgette
Achimbi
I’m a Personal Finance Specialist dedicated to helping you make the most of your money. My goal is to help you save more, eliminate unnecessary risk, reduce fees and taxes, and protect your savings with strategies that offer a guaranteed safety net.
I also work with individuals who want to build a secure, worry-free retirement—exploring tax-free options and personalized plans that keep your financial future on track. Whether you're just starting out or planning ahead, I'm here to help you make smart, confident decisions.
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Our services:
Retirement Planning
At the heart of our retirement planning approach is a focus on your whole financial picture—not just investments. We’re here to help ensure you have reliable, lifelong income you can count on, so you never have to worry about outliving your savings. Many advisors overlook this key piece, but we believe it’s essential for peace of mind.
We also help you plan ahead for healthcare costs, including the possibility of long-term care, so your assets are better protected as you age. And when it comes to your legacy, we work with you on thoughtful Estate Protection strategies to help minimize taxes and make sure your wishes are honored.
Our goal is to help you feel confident and secure, knowing every part of your future is taken care of.
Indexed Strategy
An Indexed Strategy gives you a smart way to enjoy the benefits of market growth—without taking on all the ups and downs that usually come with it. Instead of being directly invested in the stock market, your money is linked to its performance through well-known indices like the S&P 500.
This approach comes with some great perks: your principal is protected, your growth can be tax-free, and you avoid the high fees that often eat into returns. Plus, there are no penalties, age restrictions, or limits on access—so you stay in control of your money at all times.
It’s a powerful strategy that’s been used by high-net-worth individuals for years, and now it’s more accessible than ever for anyone looking for a safer, smarter way to reach their financial goals.
Living Benefits
Discover the peace of mind that comes with Living Benefits—life insurance you can actually use while you're still alive. This valuable coverage lets you access a portion (or even all) of your life insurance benefit if you're ever faced with a serious illness like a terminal, chronic, or critical condition.
Instead of dipping into your savings or retirement funds, Living Benefits can help cover medical costs and other expenses, so you can focus on your health and well-being. It’s a smart way to protect your financial future and maintain your quality of life when it matters most.
Saving For The Future
Planning for your future and investing in yourself shouldn't mean just settling for the usual advice. We believe everyone deserves access to the same powerful strategies often used by the top 1%. That’s why we created the ERFT Method—a smarter approach designed to help you grow your money with less risk, fewer fees, and greater tax advantages.
Our focus is on protecting your principal, eliminating the fees that can chip away at your returns, and helping you grow your savings tax-free. Most importantly, we take the time to understand your unique goals and build a personalized plan that puts you on the path to lasting financial security.
With the right strategy in place, you can feel confident about your future—and keep more of what you’ve worked so hard to earn.
Overview
Feeling overwhelmed by all the financial options out there? You’re not alone—and we’re here to help. We’re not just generalists; we’re a team of specialists committed to helping you find clear, effective, and lasting financial solutions.
Whether you’re just starting out or managing a complex portfolio, we’ve got you covered. Our approach centers around the ERFT Method—Eliminating Risk, Fees, and Taxes—to help you build lasting financial security.
From retirement planning and wealth transfer strategies to tax-advantaged savings and protection from market ups and downs, we offer a full range of services tailored to your needs. Let us help you navigate your financial journey with clarity and confidence.
About Me
My path to becoming a personal finance specialist is deeply personal and rooted in my own experiences. Growing up in Cameroon, I saw my family face financial challenges, which sparked my interest in financial systems. After moving to the U.S., I noticed many people feel overwhelmed by managing their finances, often due to a lack of confidence and education.
After 12 years of hard work in Corporate America, I realized my own retirement goals weren’t progressing as I’d hoped. Time was slipping away, so I decided to take control of my financial future. This led me to the financial services field, where I could not only secure my own retirement but also help others gain peace of mind about theirs.
I’m passionate about offering personalized strategies that protect against market volatility and ensure long-term financial stability. Through my business, I aim to create a supportive environment where clients can learn, ask questions, and make informed decisions—ultimately transforming their financial futures and leading more fulfilling lives.
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Testimonials
I had the pleasure of being in the same group as Georgette, and it was an amazing experience! She brings a positive energy and enthusiasm that really lifts everyone’s spirits. Georgette is not only incredibly supportive but also a great collaborator, always willing to share her ideas and listen to others. Her creativity and problem-solving skills truly stand out. I’m so grateful to have worked alongside her.
Pascaline Jague
Georgette is an incredibly professional woman. Her eagerness to serve and help others has shown in all that she does. She constantly comes up with ideas to improve the lives of her clients and the lives of others. Her passion and drive embrace everyone she touches. Her love of people shows with each and every interaction. I highly recommend that you get to know her.
Pamela Smith
Georgette possesses a deep knowledge of financial strategies and consistently goes above and beyond to ensure her clients’ financial futures are secure. Her approach is always client-centric, making sure their individual needs are met with tailored solutions.
Georgette’s specialties are in financial planning, eliminating risk, fees & taxes, and are backed by a strong commitment to helping her clients grow and protect their assets, even in volatile markets.
Her ability to communicate complex financial concepts in a simple, easy-to-understand way helps clients feel confident and empowered in their financial decisions.
If you're looking for a trusted, knowledgeable professional in the financial services industry, Georgette is a perfect choice.
Isabel Carrasco
I highly recommend Georgette to anyone seeking a financial expert who is reliable, knowledgeable, and genuinely invested in their clients’ success. She is a true professional and a trusted advisor. Working side by side with her allowed me to excel on so many different levels.
What sets Georgette apart is her dedication to client success. She took the time to thoroughly understand their financial situation and worked closely with me to craft my profession as well.
Her insights were invaluable, and I always felt confident that I was receiving sound advice backed by careful analysis and experience. If you are looking for a reliable, extremely educated and knowledgeable financial specialist, Georgette is definitely a great candidate.
Indyia Fayson
I wholeheartedly endorse Georgette as a highly skilled and dedicated financial expert. Her deep knowledge of financial strategies, combined with her unwavering commitment to client success, sets her apart. She is a true professional who goes above and beyond to ensure her clients' financial futures are secure. Georgette's ability to break down complex financial concepts into clear, actionable strategies empowers her clients to make informed decisions.
Her personalized approach and attention to detail make her a trusted advisor who genuinely cares about her client's well-being. I enjoy working with Georgette and can attest to her exceptional professionalism and dedication. If you're seeking a reliable, knowledgeable, and compassionate personal financial strategist, I highly recommend Georgette.
Booker Brown
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IT'S NOT ABOUT AGE-IT'S ABOUT INCOME
Retirement isn’t about hitting a certain birthday. It’s about having enough income to support the lifestyle you want, for as long as you need it. With the right strategy in place, you can enjoy financial freedom on your terms—whether that’s at 55 or 75. We’ll help you build a reliable income plan so you can retire with confidence, whenever you're ready.
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Stop Overpaying in Taxes. Start Saving Smarter.
Keep more of what you’ve earned with tax-efficient strategies designed to protect your wealth and grow it—tax-free.
The Wealth-Building Secrets of the Top 1%
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