Services

Empowering You with Tools for a Secure Future and Lasting Legacy.

Financial Coaching

Our personalized financial coaching helps you align your financial decisions with your values. Whether you’re preparing for retirement, managing debt, or planning your estate, we guide you toward a future filled with confidence and purpose.

Key Benefits:

  • Create a personalized financial plan for every stage of life

  • Align your faith and finances for a greater impact

  • Make wise decisions today that protect tomorrow

Schedule a Coaching Session

person writing on brown wooden table near white ceramic mug
person writing on brown wooden table near white ceramic mug
Life & Final Expense Insurance

Secure your family’s future with life and final expense insurance. Whether you want to provide for loved ones, cover funeral expenses, or leave a charitable gift, we help you choose the right plan to safeguard your legacy.

Key Benefits:

  • Ensure your loved ones are financially protected

  • Cover final expenses and medical bills

  • Leave a lasting gift or charitable contribution

Find the Right Insurance Plan

black and silver door knob
black and silver door knob
couple sitting on pathway
couple sitting on pathway
Infinite Banking – Build Generational Wealth

Infinite Banking lets you become your own source of financing while building wealth you can pass on. It’s a powerful strategy to take control of your finances and leave a legacy of financial freedom.

Key Benefits:

  • Create a personal banking system for liquidity and growth

  • Build tax-advantaged, generational wealth

  • Access cash value while keeping your money working

Discover Infinite Banking

Annuities & Long Term Care

Plan for a future where your lifestyle is protected. We offer annuities to provide guaranteed lifetime income and long-term care solutions to cover medical expenses, giving you peace of mind.

Key Benefits:

  • Guaranteed income for retirement security

  • Protect your savings from long-term care costs

  • Ensure you and your loved ones are provided for

Connect With an Agent

depth of field photography of man playing chess
depth of field photography of man playing chess

Understanding Medicare is key to protecting your health and legacy. We simplify the process and help you find the best coverage—ensuring you receive the care you need while preserving your financial resources.

Key Benefits:

  • Expert guidance on Medicare plans and options

  • Maximize your healthcare benefits and reduce costs

  • Protect your family’s financial future with the right coverage

Explore Medicare Options

Medicare

Senior dice on person's palm
Senior dice on person's palm

Finn, your AI-powered financial assistant, is available 24/7 to answer your financial questions. Get instant guidance on Medicare, insurance, retirement, and more—whenever you need it.

Key Benefits:

  • Ask financial questions anytime, in multiple languages

  • Instant answers about Medicare, insurance, and more

  • Accessible, reliable financial information for free

Chat with Finn Now

*Disclaimer: Finn provides information only and does not provide personal financial advice. Consult a financial advisor for financial and investment advice.

Meet Finn – Your AI Financial Assistant

Take the First Step Toward a Lasting Legacy

Your legacy starts today. Whether you want to protect your family, prepare for retirement, or create generational wealth, we’re here to guide you.

Start Your Legacy Journey Today

woman in black coat standing on brown dried leaves during daytime
woman in black coat standing on brown dried leaves during daytime

Client Feedback

Discover how our coaching transformed lives and empowered financial independence

The coaching I received was invaluable. I now feel confident about my finances.

Sharon H.
An elderly person with long white hair sits on a park bench, readjusting their hair. They are dressed in a light-colored coat. Nearby, an empty shopping cart is filled with various bags or blankets. The setting is a park with stone pathways and trees in the background. Another person is walking away in the distance.
An elderly person with long white hair sits on a park bench, readjusting their hair. They are dressed in a light-colored coat. Nearby, an empty shopping cart is filled with various bags or blankets. The setting is a park with stone pathways and trees in the background. Another person is walking away in the distance.

Thanks to the financial coaching, I have a clearer understanding of my retirement options and feel secure about my future. Highly recommend their services to seniors!

A pair of elderly hands holding a collection of mixed coins, with the hands and coins sharply lit against a dark background. The image highlights the texture and wrinkles of the skin, emphasizing age and experience.
A pair of elderly hands holding a collection of mixed coins, with the hands and coins sharply lit against a dark background. The image highlights the texture and wrinkles of the skin, emphasizing age and experience.
Michelle W.
★★★★★
★★★★★