There is no substitute for experience – Over 18 years of financial experience and expertise.
Why Work With Us
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
• Conservative investments
• Retirement
• Income-Generating Solutions
• Debt Elimination
• Estate Planning
• Long Term Care
• Create Your Own Bank™ Concept
Certifications and Licenses
• 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