We understand life is tough and your hard earned money is the very foundation of your future freedom, hobbies, & lifestyle. Therefore we take it seriously when managing your assets. Working with investment institutions, we can provide you with turnkey strategies to help make tomorrow life easier for you.

  • Public Securities - Stocks, bonds, options, exchange traded fund (ETF), unit investment trust (UIT), mutual funds, publicly traded real estate, and commodities.

  • Variable Products - Do you want some guarantee* within your investments? We can help you select different variable universal life and variable annuities with prominent companies that may give you the financial confidence you desire.

  • Alternatives - Real estate investment trusts (REITs), equipment leasing, managed futures, business development companies (BDCs), limited partnerships (LPs), direct participation programs (DPPs), and more. These are investments that are highly speculative, may not be liquid, and might not be suitable for all investors.

  • Asset Management - Don't know what to invest in or not sure which manager(s) to place your hard earned money?  We can help you manage and provide ongoing investment advice. We are representing your best interest when selecting money managers or any investment strategies.

*Annuity guarantees, including guarantees associated with benefit riders are subject to the claims-paying ability of the insurance company.