Helping you live
a secure, comfortable life and/or retirement by utilizing the CFP® financial planning process, using both insurance and investment services; helping you achieve financial peace, security and independence.
We offer a wide range
of services, from health and life insurance to annuities and securities, representing many organizations, giving our clients the flexibility to choose the mix that works best, so they don’t have to work with many financial professionals.
providing accountability and transparency throughout the entire financial planning process to give our client’s the confidence they deserve. Our firm is based on the Biblical principles of stewardship and personal responsibility.
to you is to consistently deliver above and beyond expectations to improve your financial well-being; helping you become more financially secure and independent; today, tomorrow and during retirement.
We are a Covered California authorized agency. Please call us if you have any questions…
Rated #1 by Barrons three years in a row. Best Online Broker. Lower commissions…
Dave Ramsey's Financial Peace University classes are taught in our Jackson office.
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