Why Work With Us

There is no substitute for experience – Over 18 years of financial experience and expertise.

Contact UsWho We Are

Why Work With Us

Most Americans are misled to believe that the only way to grow money is to take risks. The Discovery Process our clients experience helps them to understand such to be absolutely false.

 

We utilize strategies that include:

Time-Committed Solution
– Provides the Best-of-Both Worlds, Safety & Growth. Allows your dollar to share in the growth when the market is winning, & also enjoy protection from fees, & losses when the market is losing.

Progressive Business Model
— Utilizing an Income Model Vs. a Growth Model preserves your principle and provides predictable income beneficial to sustain.

Create Your Own Bank™ Concept
— Provides Freedom, Flexibility, Tax Advantages in growing & accessing your dollar. Gives every dollar a min of 2 jobs, allowing it to accomplish multiple goals simultaneously. These include the Elimination of Mortgage(s), Student Loan(s), & ALL Debt, While Simultaneous Earning Guaranteed Growth & Uninterrupted Compound Interest, Dividends, & Tax-Advantage on your money. Most Americans are unaware that Create Your Own Bank™ has existed for over 100 years and has served some of the most common household names in history. Those include: JC Penney, Used funds from his banking concept to make payroll during the Great Depression Years, a time when over 9,000 traditional banks failed; Ray Kroc, founder of McDonald’s, used his banking concept to Expand McDonald’s; and Walt Disney, founder of Disney Land, used his bank to Build the Walt Disney Park.

Detailed Services

• Insurance
• Conservative investments
• Retirement
• Income-Generating Solutions
• Debt Elimination
• Estate Planning
• Long Term Care
• Create Your Own Bank™ Concept

Certifications and Licenses

• Life, Accident and Health
• Series 65
• Long Term Care
• Million Dollar Round Table (MDRT®)
• MDRT® Court of the Table
• MDRT® Qualifying Life Member
• NAIFA (National Association of Insurance and Financial Advisor) Member
• Better Business Bureau,
Complaint-Free, A+ Rated

Experience

• 60 + years of combined Financial Services Experience.
• 629 + Clients
• 19 + years in business
• Qualifying & Life Member MDRT®
• Top of the Table- 1 year

Get In Touch

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