WHAT WE DO...
Life Insurance Planning
Employee/Supplemental Benefits
Life Insurance Planning
Life Insurance
An insurance product that pays a lump sum benefit of cash upon the death of the insured.
Each life insurance policy is different, and each state’s laws regulating insurance policies are different. Before purchasing a life insurance policy, you should consult with a life insurance professional. It may also be a good idea t
Life Insurance
An insurance product that pays a lump sum benefit of cash upon the death of the insured.
Each life insurance policy is different, and each state’s laws regulating insurance policies are different. Before purchasing a life insurance policy, you should consult with a life insurance professional. It may also be a good idea to consult with your legal or tax advisor. The information provided below is general guidance only and should not be relied on in connection with any specific policy.
Asset Protection
Employee/Supplemental Benefits
Life Insurance Planning
Disability Insurance
Age, profession and carrier specific
An insurance product that pays Financial resources when someone becomes unable to work due to an illness or injury.
Accidents happen to everyone. Should you be unable to perform the functions of your job due to injury or sickness, a disability insurance policy pays some of or all
Disability Insurance
Age, profession and carrier specific
An insurance product that pays Financial resources when someone becomes unable to work due to an illness or injury.
Accidents happen to everyone. Should you be unable to perform the functions of your job due to injury or sickness, a disability insurance policy pays some of or all your salary while you are laid up. We compare the best disability insurance carriers in the country today.
Employee/Supplemental Benefits
Employee/Supplemental Benefits
Employee/Supplemental Benefits
Supplemental Benefits
Supplemental insurance refers to an insurance policy that supplements your primary health insurance coverage. Supplemental insurance includes a variety of policies that can be offered by employers or purchased on their own, including:
- Life insurance
- Short-term disability
- Long-term disability
- Dental/vision insurance
- Accident insurance
- Critical illness insurance
The path to success is best taken in steps...
Know that we are with you every step of the way...
The Heart Behind Our Pursuit of Success
We are driven by a divine calling to be stewards of wisdom, wealth, and well-being, for our family's, our clients, and the generations that follow. Our success is not simply about achieving goals, it’s about building legacies of protection, purpose, and peace.
We pursue success so that:
- Our children see what faith, discipline, and vision can create.
- Families who’ve built something meaningful don’t lose it to poor planning or lack of access.
- God is glorified through the way we serve others, with integrity, strategy, and heart.
- Women, immigrants, and people of color see in my story what’s possible when purpose meets preparation.
- I can give, employ, and empower beyond myself—impacting communities, ministries, and the marketplace.
Success allows me to move in obedience, operate in excellence, and multiply the impact of everything I’ve been entrusted with.