UNDERSTANDING YOUR OPTIONS

Feeling uncertain about the future?

​Many of us want to protect our family from financial distress in case we die too soon, live too long, or become too sick to work.

Sometimes that's an uncomfortable conversation to have and it's hard to know where to start.

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I provide easy short-term financial solutions and peace of mind with Aflac's supplemental insurance options on an individual basis or through your employer.

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I surround myself with highly reputable business professionals that can also help you establish trusts, estate planning, and other financial services to provide a well-rounded, clear path to successfully protecting your loved ones.

Family matters. Let me help you better protect yours today!

Schedule your complimentary consultation today
Yoga by the Ocean
Ocean Rocks

BUSINESS HOURS

Mon - Fri: By appointment.

Sat: By appointment

Sun: Closed

* Zoom meetings available

GET IN TOUCH

For more information about the products and services we provide, we invite you to contact us today!

** Zoom meetings are available.

https://app.acuityscheduling.com/schedule.php?owner=20684892

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Employment opportunities available:

  • Licensed life/health agent 

  • Customer Service specialist

  • Part-time positions available

  • Internships available

1280 S. Victoria Ave.
Suite #135 
Ventura, CA 93003

805.826.0006

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FAQ'S

You Asked, We Answered

ARE YOU A FIDUCIARY?

Yes.

My license requires that I maintain ethical credentials that ensure I keep my client's best interest in mind, not the carriers, or my own.

I promise that your money stays with YOU, and I will never move you out of something that is currently doing you GOOD.

ARE YOU A CFP?

I do not do any tax-planning.
My clients work with their own accountants/tax professionals and we work together to create your perfect plan!
If you need a good accountant or tax professional, my connections through the Ventura Chamber of Commerce provide me with an array of upstanding professionals that I can refer you to.

DO YOU HAVE A CUSTOMER REFERRAL PROGRAM?

Yes! Referrals are the best way for me to help ensure that individuals in our local community are properly preparing for their retirement, and not putting their future selves at risk of a financial crisis should an unforeseen medical event or other life-altering event take place.
Ask me more about this when we meet!