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Beyond Traditional Retirement Planning

Beyond Traditional Retirement Planning

We offer comprehensive retirement and wealth building strategies for our clients. Our goal is to help you grow your personal wealth the right way and ultimately partner with you to protect your family for generations to come.

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Meet Your Advisors

We are Leon & DeLayna Elliott. We realize how important your family is to you, and we are determined to provide the best living benefits life insurance that you don't have to die to have access to. Benefits cover unexpected income loss due to critical, chronic and terminal illness. Peace and security will be yours.

Retirement Planning

If you’re concerned about your family’s financial security should something happen to you, and you’re also uneasy about falling short of retirement income, consider life insurance. With life insurance you gain death benefit protection that can help your family pay the mortgage, utility bills, and other expenses should you die.

Now, imagine your retirement. What retirement lifestyle do you imagine? It’s easy to underestimate the cost of your ideal retirement. Permanent life insurance can help bridge any gap between what you have already saved and what you will need in the future. If you’re looking to own your financial future, consider a permanent life insurance policy with the potential to build cash value that can be used to help supplement your retirement income.

Wealth Building

Are you concerned with how times are changing? Are you looking for ways to build your wealth, to keep up and supersede these changing times? With a fixed indexed annuity, you get the best of both worlds.  Market growth and Principal protection.  Your money grows tax deferred until you are ready to withdraw as income, while earning interest tied to an index, which allows your money to compound over time.

Not all annuities are alike so talk to one of our experienced licensed professionals.

Financial Consulting

We offer consulting services that take your interest to heart. We listen to your needs. Our team of trained financial professionals will gather all your information, consider the best possible solutions based on all the facts and your financial goals & desires. Our philosophy is our client's objectives over  systems and processes. We empower you with the financial education necessary to determine which products and services best fit your situation. 

What Our Clients Say

What Our Clients Say
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Good Evening Delayna! I wanted to share with you how quickly the Lord is working in my business. I was asked last night by the Women's Business Center of Charlotte to be a guest speaker on their Mid-Week Lunch Spotlight webinar. I will be speaking tomorrow on return to work strategies for small business owners. I appreciate you so much and how you are pouring into not only me but all of our sisters! I look forward to talking with you soon!

Ingrid H.

CEO, Small Business Owner

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Good Morning, Ms. DeLayna - I wanted to thank you from the bottom of my heart for Mind Your Money! This experience was both grounding in one sense and activating in another! By being "grounding", I mean to say that it helped me relaxcease all of the worrying and overthinking I'd been doing this year about what to do next in my career and life, and settle in on a MUCH clearer way ahead - one that rests on the idea that I already have everything I need to build and sustain wealth. Thank you for your obedience. Thank you for the big sisterhood and mentorship. You're stuck with me now. I love you!

Tiffany C.

DOD, Learning & Development Coach

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I would like to thank World Fidelity Life and Leon and DeLayna Elliott who were very instrumental in helping me plan for my future. They taught me how to create new saving habits. Because of them I feel more secure financially.

Daina A.

Children's Ministry Leader

Life Insurance made simple.
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No warranty or representation is given, whether expressed or implied, as to the completeness and/or accuracy of the information contained on this website and accordingly the information given is for guidance purposes only. You are requested to verify the above information before you act upon it. You should not rely on such information and should seek your own independent legal advice. We will not be liable for any loss and damage, whether direct or indirect, from your use of the information and the materials contained therein.

Hours:
Monday - Friday: 9am - 6pm
Saturday: 10am - 2pm
Sunday: Closed

Address:
Charlotte 28278
North Carolina, United States

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