A brighter future begins with a partnership.
We help you grow and protect what you have saved
We design flexible retirement income strategies that provide guaranteed income for clients and their loved ones regardless of market performance.
Our core features
Protection
You buy life insurance because it’s the best way to protect your loved ones. It’s kind of a financial strategy. It’s sort of an emotional decision. It’s absolutely all about love and caring and the future.
Planning
Implement personalized strategies that will provide the financial stability that allows you to do more than just retire, it allows you to repurpose your life into something greater.
Preparedness
Take back control of your finances and achieve the financial freedom that allows peace of mind in times of uncertainty and the financial independence to retire at the age you desire
We are changing lives by developing creative financial strategies that are redefining what retirement means for you, your family, and your loved ones so that you can do more than just retire - you can repurpose your life for something greater. In addition, we implement investment strategies, coordinate estate planning, secure college funding and guarantee your insurance needs are met. We provide living benefits and guaranteed income for life to ensure your dreams, needs and goals are met.
Take a look at our Tools
What others are saying
Tailor Made to Fit Your Budget
“We were given creative retirement income strategies that were tailor made to fit our budget and risk tolerance.”
– Lauren
Personalized Approach
“We had a peace of mind knowing that we were partnering with a trustworthy advisor who was genuinely invested in our success.”
– William
Creative Strategy Design
“David listened to what we wanted and needed and met us right where we were at. We were able to help create our own game plan.”
– Tom
1700 Chester Ave, Bakersfield CA 93301