I'm a Field Underwriter/Broker licensed in 3 States:
NIPR: 19935704 California: 4012657
Arizona: 19330168
Colorado: 633604
Service is the cornerstone of our business
We believe in building strong relationships with our clients, not just helping them with one area but being there for them through the long term
through all the stages of their lives. We have built our entire firm around the philosophy of connection, giving
our clients the POWER OF CHOICE. We are not just financial professionals but we ARE life advisors. We have a team of experts ready to guide you to find the best solutions for your needs.
PRODUCTS & SOLUTIONS
Do you have clear financial goals? How about a roadmap to get there quickly? In order to determine your best route, we need to assess your current situation.
College Savings
College is getting more expensive every year. Avoid students loans. Also, what if your children do not want to go to college? There are flexible options so that you have control over how you want to use the savings for your children.
Be prepared for the unexpected.
We offer a strong portfolio
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Help pay off the Mortgage or cover Mortgage payments if you pass away unexpectedly
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Help cover your funeral expenses
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Help guard against loss of income
We specialized in maximizing your refunds. If you haven't file your taxes in the last few years, we can help get you caught up. We work with W2s and 1099s.
Real Estate Property
Protecting your future is the most important part of financial planning. Most people have outdated in​surance policies and are under-insured. Do you have proper protection in place if you were to live too long, die too soon, or become disabled?
Do you have enough funds to help you through any medical emergencies? We provide protection for any chronic, critical, and terminal illness. When an illness hits you, it's not only medical expenses you need to worry about.
Don't wait too long to start planning for retirement. The younger you start, the better chance you have at staying and living your best life in retirement. We can help you find the best option and create tax-advantaged strategies.
401k Rollovers
Did you quit your job and need to do something with your 401k? We can give you options and guide you through the process. If you have multiple 401k accounts, we can consolidate it into a safe IRA. Why lose money in your current 401k when you don't have to?
Do you have a will or trust in place? We work with attorneys to help you craft a family narrative and avoid unnecessary estate taxes. You work hard for everything you have. We will make sure it will go to the right people.
Medicare
Many seniors do not have a financial professional to inform them about applying for Medicare. Count on us to walk you through the process and find the right plan for your medical needs.
Long Term Care
Long Term Care is often overlooked in financial planning. However, it is often too late to get a policy when you need it the most. Prepare yourself for Long Term Care expenses early.
Final Expense
Final expense planning is not for you. It is for your loved ones. Help your family through the process of grieving. GoFundMe is a business, not protection.
Small business owners need financial and insurance protection for themselves, the employees, and the business. Protect your interest as a partner in the business and learn about the many tax minimization strategies available to business owners.
Our Vision is To Provide Equal ACCESS to the Liberty, Equality, Opportunity & Justice That every human deserves & expects
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ID/Shield
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Unlimited Ask Legal questions
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Submit Traffic Tickets on line
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Document Review
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Law Firm in every State including Canada
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Emergency Legal Access 24/7
Increase Cash Flow
We allow our clients to partner with us and learn how we can help to increase their cash flow.
"I love being able to come to one place to get everything done and ​planned out." Thank you from the bottom of my heart
CARRIE M.
July, 2020
"I never new there was such a thing as saving money without loosing it in the market, Virginia explained everything and now I'm on my way to peace of mind when I retire. "Now I have living benefits and long term care added as well."
Brandi E.
July, 2020