Our Services
Comprehensive financial solutions designed for your peace of mind
Comprehensive financial solutions designed for your peace of mind
Protect what matters most
As an independent agent, I work with multiple insurance carriers to provide the best solutions. All insurance products are optional and subject to underwriting approval by the respective carrier.
Affordable coverage for a specific period. Perfect for young families and those with temporary financial obligations.
Lifetime protection with cash value accumulation. Build wealth while protecting your family.
Flexible permanent insurance with adjustable premiums and death benefits.
Tax-advantaged college savings plans and Indexed Universal Life policies for children, helping families fund education while providing lifelong protection.
Comprehensive coverage options for seniors and families, ensuring access to essential medical services.
Tax-efficient strategies for your golden years
Maximize your retirement savings and minimize your tax burden with strategic planning:
Guaranteed income streams for retirement, with options for fixed, variable, and indexed annuities.
* Notice: Annuity products are subject to specific California senior protection disclosures (Cal. Ins. Code § 785).
Seamless transfers of retirement assets into Traditional or Roth IRAs, preserving tax advantages.
Professional guidance to preserve your wishes and protect your family
* Note: I am not an attorney and cannot provide legal advice. I facilitate the document preparation process using professional legal technology based on your specific data and instructions.
Coordinated preparation of essential legacy documents based on your wishes:
Assistance with comprehensive legacy protection through professional third-party platforms.
Professional support to ensure your financial and healthcare wishes are formalized.
Ensure your medical wishes are known and respected through coordinated document preparation:
Licensed California Notary Public
Professional notarization services for all your legal documents:
Commission #: 2431908
We come to you for maximum convenience:
No hidden fees. Clear, upfront pricing for all services.
$15
Per signature (CA statutory fee)
$15+
Travel fee (varies by location)
FREE
Initial financial planning consultation