4016 Townsfair Way, Suite 202
Our Why | What We Do
Advisors | Reps | Offices
What We Do
Mission and Values
We exist to change the way retirement income is created through a combination of insurance and investments. Our role is to simplify the financial landscape through technology-savvy tools that can potentially increase portfolios by 30% to 50%. This is to ensure they can navigate their future with less ambiguity and more certainty in their life. Our ultimate goal is to make your experience with us a life-changing financial experience with more money than you thought possible.
the formation of high-trust in every relationship with others.
This includes our conversations, emails, social media, and any other exchanges.Through ethical action and awareness of what is Suitable For the client. Transparency in communications with clients,vendors, employees, and agents, and a demonstrated willingness to listen.
clear, transparent communication with others
This is our expectation and our standard of operating. We take command of communication, and we are clear on the intention of our words. There is always more than one way to say complex information, and we like to make sure that information exchanged can be received. Our guidance is strictly to assist in helping our clients make wise choices. It is not the choice the client must choose or make. Our goal of every conversation is to distill the truth from it, and facilitate the space for dialogue that progresses forward in a mutual consensus. For complex topics in the financial landscape to communicate in a way that differences can be clearly observed.
competency & professional development through creating a culture of learning
Our agency is one that requires any agent to be formally licensed and educated through credentialed institutions. Beyond our roles, we share our knowledge, skills, and understanding with our clients to master financial principles, concepts, and money management through in-person, virtual, and written content to demonstrate our knowledge. A strong pursuit of taking advanced education is expected, and individually, one must take on the responsibility to become adept within their role.
open-mindedness approach to interactions
This agency and those who work for it remain open to opportunities and new products that come to market.