Developing a Financial Strategy Part 1

Here is a key thought to consider about financial planning. Wealthy people tend to make fast decisions and are also slow to change. That is if it is a good plan, better than they have, they change. If it is working and there is nothing better, they stay the course. In contrast, people who have... Continue Reading →

We are Solution Finders!

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,... Continue Reading →

What is the Difference Between a Financial Professional and a Financial Advisor?

In my career, I have been licensed and employed at both, and there are many similarities. Such as helping people with their retirement, investing, financial planning, money management and so forth. However, there is a key difference in what is called “captivity,” as well as how we engage a client and how we make our... Continue Reading →

Who Are We? What We Do?

We are a non-profit think-tank and research center that uses our skills and service to better families, churches, ministries and small business the proper protection they need.

We have academic researchers who look for the best for our people and we also have people who work at a full-service Brokerage Firm, with licensed agents, CPA’s, Lawyers in all areas of finance, insurance and business...

Financial Planning Seminars

We offer Free Financial Planning Seminars in the Southern California Region and Online Webinars. Our lead speaker used to be a Financial Planner and trainer at a major bank, and currently works in the insurance industry as a Financial Trainer with a Ph.D. in stewardship and is licensed. These seminars are done at churches, community... Continue Reading →

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