SERVICES

We are NOT a fee based firm. Most of our services are free of charge to our clients. In the event we need to bring in another professional, such as a Trust Attorney, there will likely be a charge from that professional

If you’re a homeowner, state employee, or entrepreneur, we have a solution for you.

Securing My Legacy is easy as 1, 2, 3

Financial Check Up

Set a call with our team and discuss your goals, who and what’s most important to you, and how learn how we may be able to help you. We can help uncover anything that may been holding you back so that you can live the life you’ve dreamed of.

Create a

Roadmap

Become educated on the system. Break the chains of uncertainty and poverty. Discover what every individual should know about creating generation wealth, and review a customized plan

Build Your Fortress and Secure Your Legacy

When our planning approach is in alignment with your goals and objectives, our team will help to put it into place the fortress around your legacy and give you peace of mind. There is never a fee for our consultation.

Then I said to them, “You see the trouble we are in: Jerusalem lies in ruins, and its gates have been burned. Let us rebuild the wall of Jerusalem, and we will no longer be in disgrace.” I also told them about the gracious hand of my God on me and what the king had said to me. They replied, “Let us start rebuilding.” So they began this good work. Nehemiah 2:17-18

Get your end of life affairs in order.

Through life insurance and estate planning we can help you ensure that whenever that day comes, your family will be well taken care of. Life insurance will make sure they will continue on financially without your income. Estate planning will ensure your assets will immediately pass to your heirs without the hassle, cost and nightmare of probate court.

Plan for retirement.

Do you have tax free retirement planning in place yet? The biggest cost to retirement planning is inflation and taxes. Most people do not plan for both. We help you mitigate both so you keep more of your money in retirement.

Minimize your taxes to maximize your profit.

Finally, as a business owner, we will help you minimize your taxes, redirect those funds to your retirement, and finally help you do succession planning for your business, or help you maximize the valuation of your business so will get the most out of all the sweat equity you put in.

Introducing the Fix For Your Problems

What most people need is the advice from experts who can help you navigate the murky waters of planning your financial life and future. Who can you trust? Let us educate you on how to solve your problems in the most comprehensive and efficient way. It's only 30 minutes of your time to learn how we can help you.

Some of our partners and carriers

Why Work With Us?

No other company, can provide you a complete planning system for your life when it comes to your finances, retirement and beyond death.

Insurance Products

We have partnered with 49 carriers providing every type of life insurance product imaginable: term, whole life, indexed universal life etc.

Retirement Planning

We have the right products to help a you plan for retirement: tax free retirement through 7702 plans and fixed indexed annuities.

Financial Planning

We are partnered with an RIA which would give you access to mutual funds and other securities products that can provide you with the vehicles to grow their wealth.