Whether you’re an early bird or a night owl, we provide business lending on your schedule. Our online loan portal reduces the application process timeline by 23 hours or more – saving you precious time to focus on running your company.
No matter where you are on the financial spectrum, you’ll find a platform designed for you! Choose from the three options available to help you grow toward financial freedom: Self-paced online platform, a gamified app that pays you to learn, and virtual money management workshops.
Self-paced online courses, articles, and topics that help you succeed through personalized financial education. Access libraries and complete learning experiences on over a dozen topics such as:
Zogo is a gamified financial literacy app that rewards users for completing bite-sized financial literacy lessons on intelligently saving, spending, and managing their money. The app includes nearly 300 bite-sized, action-based modules on 20 different topics, from opening a bank account to saving for retirement — and everything in between.
By completing modules, taking interactive five-question quizzes, and participating in daily trivia games, users earn virtual “pineapples” and work toward real-life rewards — like a $5 gift card to one of their favorite stores!
Use code SPECTRA when you create your account.
Whether it’s an in-person event or via online workshops, you’ll enjoy access to a consumer education expert who will guide you on your journey toward financial freedom. Topics range from general money management to first-time homebuying to starting a small business.
Horace Daniel ChFEBC, CRPC
conferred by College for Financial Planning
LPL Financial Advisor
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