What about different dialects?

We developed our program from a user perspective and in conversational Spanish. The Spanish language has more similarities than differences; any differences can be compared to the differences between British and American English. We stayed clear of confusing and potentially offensive terms. We also had our translators review the content in terms of the most represented dialects in the U.S.

What about different education levels?

We wrote the content in basic Spanish. We define a concept, explain it, give tangible concrete examples, illustrate it, and provide a very comprehensive glossary in English and Spanish, thus accommodating a variety of readers and learning modalities.

How long have you been in business?

We have collectively many decades of experience including ten years in financial services and retirement planning and eight years in education.

Who is currently using your program?

Companies and institutions are using our program, please ask for our select list of clients.

How would your material fit with what we currently have?

While our messages and content are tailored, we teach basic universal concepts about investing and retirement planning that can that easily coordinate with your existing materials.

What kind of support do you offer?

Depends on which products and services are needed. Our Web software includes a one-time demonstration and determined time of help desk assistance.