Navy in San Diego Military Trusted Businesses

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We have two primary objectives:

Service: We are financial professionals that aim to providing complimentary consultation for individuals, families and business clients with the financial knowledge, strategy and plan that focus in reducing debt, saving money, retirement planning and protecting those that they value the most. Committed to building continuous relationships, our mission is to help the most overlooked low and middle-class households to achieve their financial goals and objectives as well as wealth preservation. We partner with over 150 investment and insurance companies because we believe there are no “one size fits all” financial solution to every households. Our products and services includes:

  • Life insurance
  • Long-term care
  • Fixed-indexed Annuity
  • Index Universal Life
  • College fund
  • 401k, 403b, TSP, IRA Rollovers
  • Final Expense planning
  • Living will, trust, estate and end-of-life planning

Employment: We onboard entrepreneur-minded individuals the opportunity to build a business as independent financial professionals and be their own boss. We uphold transparency, solid ethics and integrity working closely with potential individuals giving access to leadership development, training and mentorship program that will enable them to build their own team, be financially independent and a successful business partner.


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