UnderTheArch Premium Planning was founded in February 2022. Feeling financially stagnant, there was a high need to become financially literate despite having a good job that was taking care of me and my family. With these thoughts in mind, I decided to become educated in the following:  
  • Investment Platforms 
    • Robinhood, CoinBase, Fidelity, Webull, MooMoo, Vanguard, Blackrock, CashApp, etc.
  • Investment Tools 
    • Cypto, Stocks, ETFs, Index Funds, Treasury Bills, Bonds, Real Estate, etc
  • Tax Code 
    • Impacts against W2 earners, Real Estate owners, and Business owners
    • Tax Deductions
Within the first quarter of 2022, I learned Crypto and Stocks are high risk investment tools and ETFs, Bonds, and Index Funds provide the beginning investor an easier and lower risk investment strategy. 
UnderTheArch Premium Planning started to move forward after studying the US Tax Code starting the 2nd qtr of 2022. Understanding the US tax code showed real estate investors, entrepreneurs, and business owners gain more tax benefits than W2 earners. Owning real estate provides a tremendous amount of tax breaks and deductions. This really enlightened me to start on a journey to not only help me and my immediate family but other individuals seeking to understand how the United States financial system runs.
I networked throughout the rest of 2022 and picked up a vast amount of knowledge on why the stock market rises and falls, how the Federal Reserve is key in why the stock market moves the way it does, how interest rates impact the overall economy and stock market, and lastly how I need to plan, set goals, and execute to those goals in an ever changing volatile financial and economic environment.
What has your team accomplished? With 2022 being a learning year, 2023 has brought UnderTheArch Premium Planning (UPP) wealth building accomplishments within 401Ks, taxable brokerages, and IRA accounts throughout its client base.  Investing in Crypto, Money Markets, Treasury Bills, Technical stocks, Artificial Intelligence stocks, Index funds, and ETFs has been rewarding over the last two years and has provided financial gains mee
What are you most proud of?  The UPP team is most proud in understanding how the US financial system and economy works. Building a client base has also brought a feeling of achievement to know individuals believe in what this business provides.