Caring for your family as if it where ours

Content on Website is for Educational Purposes

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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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 and we can assist you further

Our Services

Services we provide

Life Insurance

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


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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News & Blog

Media Information

Sweet baby playing with educational toys. Baby development


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? 


May 08, 2020

Group Life Insurance - What you need to know

Are you fully covered with your employers group life insurance? 


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.