Atlanta Metro & U.S. Virgin Islands

Your family deserves
financial protection.
Not someday. Now.

Collective Rise Financial brings life insurance and wealth management to working-class families and communities of color — with education, trust, and culture at the center of everything we do.

Get Protected Today See Our Services
Free Consultation
Let's talk about your family's future. No pressure.
No sales pressure. Just a real conversation.
"Wealth is a community sport."
70%
of Black families are uninsured or underinsured
$171K
median wealth gap between white and Black families
58%
of working-class families have no financial safety net
1 in 3
families would face financial crisis within a month of losing income
Our Mission

Closing the wealth gap —
one family at a time.

"Financial protection is a right — not a privilege. We believe every family deserves the tools to build something that lasts."

Collective Rise Financial exists to bring life insurance and wealth management to the families and communities that need it most — and have been historically overlooked by the financial industry.

We lead with education. We earn trust before we ever make a sale. And we stay with our clients long after the policy is signed.

Education before the sale — always
Agents from the communities they serve
Affordable plans families can maintain
Long-term partnerships, not one-time sales
What We Offer

Protection and wealth-building
for your family's future.

Every service we offer is designed with one goal: making sure your family is covered, building wealth, and rising together.

Life Insurance
Term life, whole life, and final expense coverage tailored to what your family actually needs — and what they can realistically afford to maintain.
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Wealth Management
Retirement planning, investment strategy, debt elimination, and income replacement — a complete roadmap to building generational wealth.
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Financial Education
Free community workshops, 1-on-1 policy coaching, online wealth literacy resources, and youth finance programs — because knowledge is the foundation of everything.
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How It Works

Simple. Honest. Built for you.

01
Free Consultation
We start with a real conversation about your family, your goals, and what financial protection means to you. No pressure. No pitch.
02
Custom Plan
We build a plan around your actual budget and your actual life — not a one-size-fits-all product pushed for commission.
03
Get Covered
We handle the paperwork, walk you through every step, and make sure you understand exactly what you're getting and why.
04
We Stay With You
Annual policy reviews, ongoing education, and a partner for every financial milestone — because this is a long-term relationship.
Community First

We serve the communities
that built this city.

Collective Rise Financial was founded specifically to close the gap in financial services for working-class families and communities of color in Atlanta and the U.S. Virgin Islands. We show up where you are — churches, community centers, local businesses, schools.

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ATL
Proudly serving the Atlanta Metro Area
USVI
Expanding to St. Thomas, St. Croix & St. John
Free
All community workshops and consultations
$0
Cost to get your personalized coverage quote
What Our Families Say
"
I never thought life insurance was something I could afford. They showed me a plan that fit my budget and actually explained everything in plain language. I left feeling protected for the first time.
MJ
Marcus J.
Atlanta, GA
"
They came to our church and did a free financial education workshop. No sales pitch, just real information. Two months later I had my first life insurance policy. I wish I'd found them years ago.
DW
Denise W.
Decatur, GA
"
My grandmother always said we never had anything to leave behind. Now my kids will have something. Collective Rise helped me start building something real for my family's future.
TP
Tanya P.
Stone Mountain, GA

Your family's protection
starts with one conversation.

No pressure. No jargon. Just a real talk about what matters most — the people who depend on you.

Book a Free Consultation Join Our Team