About Us

We are your Buddy. Our mission is in our name. We are going to tear down the barriers that block people from protecting their tomorrow so they can embrace today. This will change lives. This is our purpose. This will be our legacy.

Do what’s right, always. Live with integrity and honesty. Say what you mean, do what you say and stand behind what you do.

Have a servant’s heart. Serve by leading people to the right solutions. Always treat others as you would like to be treated. Improve the quality of life for those we serve.

Build relationships on trust. Listen. Understand what people need. Educate them. Care. Earn trust. View each customer as a Buddy for life.

Life is complex. Our business shouldn’t be. Tear down the walls of complexity, relentlessly. Use common sense. Communicate clearly. Streamline, clarify and simplify everything we do.

Life is what happens in between financial plans

We’ll do everything we can to get you to your goals. That means we’ll also be there for all the other (wonderful, stressful, exciting, scary) stuff in your life that you can’t always plan. It’s financial guidance for your life and everything in between.

You’re not like everyone else, neither are your finances

We’ll work with you to understand not just your goals, but your challenges, and your habits, and make sure we help you put it all into perspective. Life is complex enough; your finances don’t have to be. We’re here to make it simple to master your money.

We represent 60+

insurance companies.

  • We play the field and find the best policy for YOU our Buddy, no matter the company or the commission.

  • And we have no obligations to any of them.

You will have your own personal Financial Representatives that is responsible for your account. We strongly believe in educating families before any solution is presented and Treating clients like a buddy, we will find the best solution for you.

We’ll find you the best deal.

That’s a promise.

  • Our agents are among the top 1% of financial Professionals worldwide, with access to 500+ plans.

  • Let our experts do the heavy lifting

We help over a quarter million clients, nationwide create wealth and make smart money decisions through our financial planning services. We provide a full range of risk management products and services to individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations in all fifty states.

Now is the time to start planning.  Take control of your future.

Integrated business succession & exit planning.

Advanced planning strategies using cash value life Insurance.