Founded in 2018, The Theo Group, a financial advising firm, is dedicated to serving the most focused and motivated clients, including some of the world’s most accomplished entrepreneurs, executives, and non-profits organizations. Functioning as an exclusive insurance and advising boutique, we deliver sophisticated solutions that leverage the intellectual capital and insight of global resources.
Drawing from a deep understanding of your financial life, our goal is to help you:
- Manage your insurance and investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multi-generational management of your plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
CoolxDad has partnered up with Kensley Dougan, Senior Financial Coach of The Theo Group to introduce a monthly virtual workshop entitled Dollars & Sense.
To educate and empower men and women about the importance of financial education and the need to create generational wealth. By doing so it will close the wealth gap and change the financial future for generations to come.
The Theo Group will host monthly workshops that educate and provide real life examples to issues and/or concerns you may be having.
The workshops are free to attend and those that would like to have per