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Specialties
We specialize in SAFE, No Risk, Insurance products that will Guarantee NO Loss of Principle, NO Fees, NO Taxes, Only take Market Gains, and Provide TAX FREE Income. Plans from the nation’s largest insurers that you have never seen before. Leverage your money, eliminate everything that takes away from growing the account and enjoy SAFE sustained growth. Protect today and Guarantee tomorrow.
History
Established in 2013.
Working in the financial services industry for over 28 years, I noticed one thing everyone wanted — «make the most out of what I have.» I became an independent agent to offer the best product available for my client and not push what the company made the most on. The Family Meeting with my Client and their Family will establish what priority/priorities we focus on and how to get there. Annual face to face reviews make sure we are focused and on course, as well as, address any new priorities.
Meet the Business Owner
Christopher O.
Business Owner
Graduate of Marquette University in 1987 with degree in Finance. For 28 years I have been working in the financial industry with major hedge funds and investment banks. The past five years worked exclusively with high net worth planners and their proprietary plans. I have joined forces with many of these groups to offer exclusive plans for your SAFE creation of wealth, with the guarantee of No Loss and all the market upside return. Reduce your taxes now and create lifetime tax free income. Programs to just get you started all the way to premium financed plans that you pay nothing for, your future starts here.