Over the next 15 years, people who have a lot of money (and banks and corporations) will invest more than $700B in permanent life insurance and annuities. There's a reason.

We are experts in adapting permanent life insurance solutions specifically for average families at any stage of your financial journey. Teachers and nurses, real estate agents, 401K retirees, or corporate CEOs, athletes and Hollywood stars. We can show you exactly how to use the power of compounding over time to create your own retirement plan or pass a financial legacy to future generations. We use the exact same products and strategies they use - but starting from where you're at.

If your plan is realistic - we'll help you achieve it!

We'll show you how an average family can own a piece of that $700B rock.

We think differently. We ask different questions. We don't assume the outcome. We help you uncover your most important next step.

Just tell us how we can help.

Grab a convenient time below and let's get to know each other.