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Life Insurance

We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

The Ins and Outs of Life Insurance

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Do you know the quickest way to silence the chattiest neighbor on a plane?  Tell him you sell life insurance. You’re guaranteed to be left alone for the rest of the flight. Is it fair that life insurance salespeople have such a bad reputation? Sure, there are a lot of bad apples that have tainted…

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Survive… When Disaster Strikes

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The best financial plans can go up in smoke (sometimes literally) in a matter of seconds. Insurance provides the best defense for situations that are impossible to predict, control, and prevent. But what insurance do you need? And how much should you have? The next few sections will show you how to survive when and…

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