Caring for your family as if it where ours

Contact us today to learn about what we can do for you. 

Who Are We

We aim to provide expert & quality service.

Contact us today for an appointment to learn about our services and how we can protect your assets today with simple affordable solutions. 

Life Insurance | Investments | Home and Auto Insurance

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Insurance given

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Years of success experience

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Satisfied good customers

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Our Story

We began our journey in 2019  after one of our family members met their untimely demise in an accident. While the death was an emotional devastation, it had also left us financially unstable in an effort to cover funeral expenses as well as give compensation for the children he left behind.

After this event, I did extensive research on how to avoid financial debt for my family and came across life insurance. After that point I researched companies and the different policies they offered, which were mainly Flexible Premium Whole Life, Universal and a few other policies. I proceeded my research on these type of policies and couldn’t believe how sneaky and clever these life insurance companies were in writing their contracts.

I was finally confronted by a financial service company who specialize in life insurance and investments. They by far have the best term insurance and SEPARATE investment accounts. At that moment, I knew I had to buy my policy and separate investment account with them. Soon thereafter I joined the team.

Our Mission

Our mission is to educate families on how to protect assets today and prepare for the future to be financially secured.

Affordable | Reliable | Transparent 

Next Step

Contact us today to book an appointment

Meetings are held in the comfort of your home or on zoom.us during COVID-19

Look Forward to meeting y’all.

Our Services

Services we provide

Life Insurance

Learn how life insurance works to ensure you have the right coverage and fully protected.

Investments

Let us teach you how investments work

Home Loan

Need a home loan?

Life Insurance

Learn how life insurance works

Home Loan

Need a home loan? Contact us

Boat Insurance

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Find an Agent Now

For Life Insurance, Investments & Home Loans

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+1 562-381-5472

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Team

Meet Professional Agents

Protect Assets Today Oscar Beltran

Oscar Beltran

Life Agent

Has a degree in Mechanical Engineering. He switched careers to the financial services industry to educate families.

Testimonial

Client's love

We where looking for life insurance in the past and we thought it was to expensive based off the previous company who gave us a quote. We met Oscar in the super market and talked about what we do for living. After that point Oscar gave us a business card and we gave him a call. When we met in person he gave us a crash course on how life insurance works and different types of policies out there. We felt well informed so we got our policy started with him. Appointment was free too and came to our house so was convenient.

Blanca S. Client

Oscar explained his story on how he got started and really believe his mission statement which is pretty much to help educate one family at a time on how to protect and grow their assets. He explained to me everything in full detail so I could make an informed decision. That’s what I really liked. He helped me establish my term life insurance with living benefits plus my investment account set up by a licensed investment advisor. I can’t wait to see my money grow. Thank you

Wendy B. Client

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News & Blog

Media Information

Sweet baby playing with educational toys. Baby development

Admin

April 18, 2020

We received life insurance mail from baby food company

Learn why clients shouldn’t buy whole life insurance on a baby. What are other options? 

Admin

May 08, 2020

Group Life Insurance - What you need to know

Are you fully covered with your employers group life insurance? 

Admin

May 08, 2020

How Life Insurance Works

Learn the various products out there and how term life insurance w/ separate investment is best. 

*Disclaimer: Any Information found on website is for education purposes and is not tailored to the investment needs of any specific investor. Investing involves risk, including risk of loss.