Insure what you love and need!
We can help you with life insurance services, annuities, retirement plans, as well as business insurance and so much more. We are fully licensed to help you with financial advising about how to pay off debt, prepare for retirement, making a family budget, cash flow, financial planning, building wealth, preserving wealth, wills, trusts, and much more.
We help people make, save, and protect their money! By educating families and businesses in finance, estate, and tax strategies.
What happens if you die too soon; is your family provided for? What happens if you become ill and left with catastrophic medical bills? What happens if you live too long and outlive your money?
How we help people:
- How to get through the Bear Market
- How to Increase Your Cash Flow
- Debt Management
- How to Best Prepare for Retirement
- How to Make and Keep a Family Budget
- Basics of Financial Planning
- Building Wealth
- Preserving Wealth
- Wills and Trusts
- Business and Family Protection
- Premium Deposit Fund
- 401k Setup
- 403b and 457 help
- Custom IRA setup
- ROTH setup and help
- Legal Insurance
- Financial Planning
- Insurance Services- what you need and what is good, we represent over 100 companies and can look for the best for the client’s needs.
We are solution finders! We represent 100 top ‘A’ rated companies, from A to A+++ and we will listen to your needs and then search for the very best plans, so you grow your money and not lose it!
We will work for you, not a corporation! Contact us for an appointment today!
We also educate families and small businesses on how money works with webinars and seminars so you can be properly protected and be financially stable. We also do this with personal consulting.
We help people make, save, and protect their money! Let us help you!
Dr. Richard J Krejcir
CA License 4030617
We do not provide tax or legal advice. Each client’s tax and financial situation is unique. Clients should consult their CPA, tax and or legal advisor for information concerning their situation.
More on what we do: Who Are We? What We Do?