Middle Class Millionaire Plan

Middle Class Millionaire Plan

UNMATCHED EXPERIENCE. UNIQUE BRAND. UNLIMITED POTENTIAL.

FRANCHISE OPPORTUNITY

INVEST IN A HIGHGROWTH INDUSTRY WITH A $207+ BILLION MARKET SHARE.

Middle Class Millionaire has developed a unique platform that fills a high-demand market space.

With a streamlined and successful business model, franchisees will be able to deliver a selection of uniform methods and services that will allow for efficient replication and individual franchisee growth.

By building a brand synonymous with integrity, Middle Class Millionaire Plan offers a distinct franchise opportunity within the financial planning services market:

UNIQUE OPERATIONAL MODEL
The Middle Class Millionaire Plan model presents a different way to approach the financial services industry. By providing a wealth of services, it creates a one-stop-shop for someone looking to create a better financial strategy. With reasonable start-up costs and high margin potential in a rapidly growing industry, Middle Class Millionaire Plan offers a fast potential ROI for a motivated owner/operator.

LOCATIONAL FLEXIBILITY
Unlike other financial services franchises, the Middle Class Millionaire Plan doesn’t require a brick-and-mortar presence. Franchisees will benefit from a fully integrated and interactive virtual office, allowing them to work from almost any location.

OPERATIONALLY SOUND
The straightforward, proven operating model is designed to run smoothly with a reasonable workload for a single owner/operator. The platform also offers opportunities for expansion with a small team.

COMPREHENSIVE TRAINING AND SUPPORT
Leveraging our extensive industry experience and established brand positioning, we provide a platform for franchisee success via superior training and support.

A ONE-STOP FINANCIAL SERVICES SHOP BUILT ON A FOUNDATION OF UNMATCHED EXPERIENCE.

The Middle Class Millionaire Plan specializes in creating tax free income and managing assets for maximum returns.

While developing a customized financial program, franchisees will walk their clients through a step-by-step process that helps them feel confident in their decisions. Once goals have been established, the Financial Concierge will customize each strategy to meet the client’s mission and vision. By providing the appropriate financial instruments and guidance, the Middle Class Millionaire Plan allows clients to reach financial independence.

Founder Karl Schilling has over 44 years’ experience in the Financial Services, Resort Real Estate, Business and Sales Coaching industries. Karl was one of the initial certified trainers for the classic Earl Nightingale Lead the Field program. In 2009 he raised over $23M in capital for small micro-cap issuers.

BE YOUR OWN BOSS AND SERVE YOUR COMMUNITY WITH A MIDDLE CLASS MILLIONAIRE PLAN FRANCHISE.

WHAT WE’RE LOOKING FOR IN YOU.

The number one quality we look for in a franchisee is a commitment to serving the client with the highest integrity.

Middle Class Millionaire Plan is built around the idea that Financial Concierges should be customer service oriented in addition to being educated and proficient.

Our ideal candidate will exhibit the following qualities:

• Previous Experience in Financial Strategies.
• Confident Attitude and a Record of Success.
• Able and Willing to Follow the System.

CUTTING-EDGE TRAINING AND UNBEATABLE SUPPORT.

Financial Concierge University is a cutting-edge training and coaching platform that not only trains the franchisee but also becomes a vehicle for revenue production.

COMPREHENSIVE TRAINING
Each franchisee will be trained using Karl Schilling’s honed policies and procedures as a Financial Concierge through Financial Concierge University. This training program will empower our partners with all the knowledge they need for franchise success.

OPERATIONAL SUPPORT
The Middle Class Millionaire Plan franchise model has a unique value proposition that is provided through the operational manual. All the network relationships, the training, coaching and independently produced scripts, questionnaires and planning strategies will be contained in the operational manual.

MARKETING SUPPORT
We will coordinate the development of advertising materials, marketing plans, and SEO/SEM strategies to help franchisees avoid the constant marketing mistakes that cost thousands of dollars in losses.

ONGOING RESEARCH & DEVELOPMENT
Middle Class Millionaire Plan continues to develop its knowledge and technical proficiency. We will provide ongoing training and professional education to enhance unit-level profitability.

REASONABLE INVESTMENT + LOW OVERHEAD = FASTER PROFITABILITY.

FRANCHISE FEE:  $60,000

MINIMUM INITIAL INVESTMENT:  $70,910 (Includes Franchise Fee & Training)

ROYALTY FEE: 3% of gross sales (excludes insurance sales)

SEE WHY UNMATCHED EXPERIENCE AND A UNIQUE BRAND UNLOCKS UNLIMITED INVESTMENT POTENTIAL.

To get started, please fill out the franchise form.