Our Services
Debt Elimination & Mortgage Optimization
Debt is the strangle hold of life today! Debt is the difference between living your life or just surviving day to day. Mortgage interest is the type of debt that is good for the bank and not good for the home owner. The time is now for you to think like a bank and manage your money in a way that favors you. Learn how to pay-off your mortgage in as little as 1/2 to 1/3 of the time! (Example: A 30 year mortgage can be paid off in as little as 8 - 10 years.) Why pay the bank all of that extra interest when you don’t have to! If you have a home loan, a car loan, a student loan or just credit cards, we can help you get out of debt quicker than you think. We then show you how to turn your debt into wealth!
Family Protection Planning
What level is your love for your family? Have you ever heard of paying yourself first? That’s what family protection planning is all about. Protecting people is way more important than protecting things! We offer income protection, mortgage protection, cancer, stroke, heart attack protection, accident protection and more! If all of your family protection is through your work, ask yourself, “What happens if I leave work or work leaves me”? Then what do I have? The answer is “NOTHING”! You cannot guarantee what your health will be like tomorrow. No one is promised tomorrow. Protect your family today!
Family Legacy Planning
The best memory that you can leave behind for your little love ones is a financial gift that helps them just in case the unexpected happens. This plan stays with your child through adulthood, regardless of changes in their health. This is more important then the gift of toys and clothes.
Final Expense Planning
It’s never easy to think about what your life would be like for your family after you’re gone. But planning now can help your loved ones focus on the life you lived, and less on the costs of your final expenses. A final expense plan can help you with the cost of burial, casket, headstone and other financial services. No medical exams will be needed.
Paycheck Protection Planning
Have you thought about what would happen to your family if suddenly had a paycheck interruption. Suppose you could not work from 3 - 6 months because you became disable due to a critical illness, (heart attack, stroke, cancer…etc.), how would you be able to pay those bills that will not stop coming in? Our plan sends you a check that you can use for whatever you choose including making those monthly payments. Just because you are in good health today, does not mean your health will be the same tomorrow. No one picks the day when a medical issue will occur in their life.
Business Owner Wealth & Exit Planning
Owning a business is a joy in itself. Making that business a success is the pleasure of your hard work. Have you been so busy running your business that you have forgot about the most important person in your business, YOU? What is your exit strategy? Business owners need to put something aside for their future and the future of their family. We can put you in a plan that will protect you now and secure you in the future.
Business Owner Protection Plan
Protect your business without the cost of a full-time attorney. Running a business comes with constant legal exposure. From contracts and compliance to disputes and collections, one mistake can cost you time, money, and momentum. This plan gives you on-demand access to legal support so you can operate with confidence and stay focused on growth. You don’t need to hire an expensive attorney to protect your business you just need the right plan in place before problems happen.
Accidental Death & Injury Protection
An accident only insurance plan that does not replace what you currently have. This is something extra just in case you die or is hospitalized due to an accident. It covers you anywhere. It pays double if you are on a plane, train, ship or riding as a transportation passenger. Hospital visits due to an injury will get you a check.
Legal & Identity Theft Protection Services
Protect your finances, your identity, and your future. In today’s digital world, legal access and identity protection aren’t optional, they’re essential. This plan provides affordable access to legal support along with full-service identity monitoring and restoration, so you’re protected before problems arise. One breach can cost you thousands of dollars. Protection coverage costs you far less. Stay ahead with the security and legal support you need, and don’t let a legal issue turn into a financial setback.
Mobile Notary & Loan Signing Services
I am an experienced certified mobile notary and loan signing agent servicing Sacramento, California and surrounding counties. I am available for your entire notary signing needs. Title companies rely on me to achieve their goals and provide their clients with the highest quality service and integrity in every loan closing. When you need an experienced mobile notary to make sure everything is done right the first time, call me.
Account Growth & Transfer Strategies
Make your money work harder than your bank ever will. Traditional savings accounts aren’t designed for real growth. This strategy helps reposition your money into higher-performing, more efficient alternatives built to generate long-term income and financial stability. Stop simply saving and start scaling your money. Turn your retirement, inheritance, or settlement into income designed to last a lifetime.
Specialized Coverage for CDL drivers & employees
For commercial drivers license drivers and essential employees, legal issues can escalate quickly. This plan provides specialized legal support designed to help you navigate challenges on and off the road so you can protect your license, your livelihood, and your future. Whether you’re an owner-operator or managing a team, this plan ensures you’re protected where it matters the most because you should never drive without the right legal protection in place.
Travel & Lifestyle Saving Membership
Get access to exclusive pricing on hotels, resorts, cruises, and vacation packages that often are lower than traditional travel agent booking platforms. Enjoy premium travel experiences without paying premium prices.
Supplemental Protection Plans
Everyday life comes with unique risks and responsibilities. These supplemental plans are designed to help protect your health, income, assets, and lifestyle so you’re covered where traditional policies may fall short. Be prepared for life’s “in-between” moments with protection that works exactly where you need it most giving you confidence no matter what comes your way.