• Protect Your Income Today. Build Tax-Free Wealth for Tomorrow.

    Protect Your Income Today. Build Tax-Free Wealth for Tomorrow.

    We help high-earning professionals and business owners protect what they earn, reduce taxes, and build long-term financial security using the Smart Life Strategy™.

    For executives, entrepreneurs, and families earning $70,000+ who want clarity, confidence, and control.

How Can We Help You

  • Protect Family

    Protect Family

    We design customized protection plans for your loved ones when you’re not there and benefits for you while you’re still living.

    Protect Family
  • Build Wealth

    Build Wealth

    We help individuals and families achieve their goals through personalized client service and comprehensive financial planning.

    Build Wealth
  • Preserve Wealth

    Preserve Wealth

    We provide retirement solutions to ensure your nest egg is protected from market loss and you have a guaranteed lifetime income.

    Preserve Wealth
  • Create Legacy

    Create Legacy

    We help you create an estate plan so you may decide how you'll be remembered by your family and your community.

    Create a Legacy
  • Corporate Benefits Plans

    Corporate Benefits Plans

    We offer customized solutions to for 401(k)/403(B), group life and health plans for small to large institutions.

    Corporate Benefits Plans

Parent Companies

AEGON
Transamerica

Strategic Partners

  • Athene

  • North American

  • Pacific Life

  • Nationwide

  • Allianz

  • Prudential

  • Fidelity

  • Franklin Templeton

  • Blackrock

  • Transamerica

  • Aegon Asset Management

  • Corebridge Financial

  • Debtmerica

  • OptimaTax