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    (626) 469-8168


In the words of former President John F. Kennedy, “The time to repair a roof is when the sun is shining.” In order to comprehensively plan for unforeseen circumstances, we encourage you to acquire insurance. 

The Right Policy For You

We’ll work with you to determine the types of insurances and coverage are best for your family.  

  • Life/term insurance
  • Disability insurance 
  • Long-term care insurance. 

We’ll be your guide through every step of the process, including planning, consulting, and brokering of policies. Our team is not tied to the offerings of one specific company. We work with all of the top providers and look at a broad range options and factors to identify the policies that will be most advantageous for you.

Let Us Help You Grow Your Wealth and Protect Your Legacy.