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 →
“Honor the Lord with your wealth, with the firstfruits of all your crops.” Proverbs 3:9 To be properly finishing the year and positioning for the next, you want to finish the year strong and have all you need to do completed. The best way to do that is being organized and prepared. Year-End Checkoff list tips to... Continue Reading →
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 →
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...
We offer Free Financial Planning Seminars in the Southern California Region. 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 and civic groups... Continue Reading →