Services

Tailored financial strategies to help you reach your goals. We analyze and plan for your needs. This includes Insurance related to Guaranteed Universal Life, Indexed Universal Life, Whole Life, Reverse & Infinite Banking Methods and more. But our big goals are to ensure you have the best for Health (ACA, Dental & Vision) and Life Insurance Term & Permanent). We are here for you.

We discuss 401K Rollovers.  Keeping movey in your savings won't help you retire and holding your breathe for your 401K to continously win is exhausting.  Learn how you can always see the wins of the market and never the losses. We have Grow your wealth with confidence and peace of mind.

Do you have a financial asset for you,your spouse and any of your love ones?  Not everyone has a pension and Qualified plan.  We guide you on establishing a retirement vehicle. Social Security will not last, so start your Private-Personal Pension Plan (P-PPP). 

Have you been declined before for Insurance. We are here to tell you about Guaranteed Issue Insurance and a top of the line Funeral Plan.  The Funeral Plan is unmatched.  Let's discuss the concern and find the root of the problem to provide a solution.

Noone grows up with a burning desire to sale Insurance.  But many have that desire to help people.  What if we could teach you about financial literacy which drives our country?  This means starting your own business as a sole proprietor and finding a way to fire your boss over time in the most lucrative industry.  Let's discuss this by setting an appointment today!

Would you like to retain employees by providing Life/Health Insurance? Sometimes its more cst effective to be part of a group plan. As the CEO & HR of a business, it can be life changing.  Its not as expensive as you may believe it is.  Learn what our carrier(s) can offer your business as well as included bonuses. Let's set an appointment as soon as possible!

Sometimes we just have to take on debt to win!  Don't worry, we have partners that can help. Don't file for bankruptcy, we have partners that can help.  Reach out and let our partners advise on the best approach to reducing debt.

How hard is it to speak to family or a audience about insurance?  Let the professionals do it!  Based on your location, we love classroom and virtual settings.  We are licensed and trained to handle the tuff questions.  Why not!  Book us so we can change lives....NO.. Generations!!

A smile makes a difference.  They say you should wake up with one!  Let us guide you to the top Dental carriers in the industry that providers accept nationwide. Lets get you the exams that are needed and start the clock for major work if needed as well as emergencies in and out of network. We have options that are cost effective. Implants, we can guide on that too! Set a consultation today!!!

Get the best advice on where to place $10K or more of your money to grow your wealth over time.