Services & Concepts

Independent Representative

As an Independent Representative, Agent and Broker we recommend Specialty Insurance Products and Financial Services to Conservative Consumers.

The "I" bit means that we can talk to you about a whole range of products and services from different companies and weigh up objectively their advantages and disadvantages.

As an advisor we will find out all about you and your financial hopes and aspirations, and will make recommendations about the products that we feel are most appropriate for your needs.


Our Services

CONSERVATIVE SOLUTIONS AND FINANCIAL LEGACY CONCEPTS

"WE BELIEVE IT IS MORE IMPORTANT THAT VALUES ARE UNDERSTOOD BEFORE ASSETS ARE VALUED."

Welcome and thank you for visiting our site and for supporting our mission to assist and educate conservative people on protecting their life style and preserving their legacy.

We are NOT stockbrokers and we don't have any "hot" tips. We specialize in only 3 areas: Tax Planning, Asset Protection and Wealth Preservation Services by the use of specialty insurance, annuities, mortgages, loans, conservative financial products , alliances and strategic partners in the financial services industry.

What that means for you is that we reduce and sometimes eliminate your income and estate taxes (Tax Planning), we help you protect your existing assets (Asset Protection) and we help you pass on the bulk of your wealth to your loved ones (Wealth Preservation).

Service Commitment

  • To always tell you exactly what you need, and what you should be doing with your finances. It will always be the truth, even if it hurts.
  • To always provide service to our clients, even if it's a product we did not sell them. We live by one simple phrase for our service commitment: "We make a living by what we get, we make a life by what we give".
  • We believe our phone rings for only two reasons, because people want to buy or they have a problem. Either way it must be handled immediately.
  • To always be a resource to our clients... Both in products offered, knowledge and information.
  • To always recommend the right professional to meet your additional individual needs. (Accountant, Attorney, Etc.)

Concepts

What is "True Wealth"

  • Tax Reductions
  • Be your own banker
  • Debt free and truly wealthy
  • Distribution Planning

Need A Speaker At Your Next Meeting!

Make your next meeting something that will benefit entire families for generations to come.

  • Investing with No Risk
  • Retirement Distribution Planning
  • Income Replacement

Ask us about our "Lunch & Learn" meetings. We frequently meet with professionals in our community to learn more about their businesses and our common goals. Email us to schedule a Lunch & Learn meeting today!