I'm new to life insurance
I need mortgage protection
I'm planning for retirement
Services
We work with families to help them protect what matters most, whether that's covering the mortgage, setting up affordable life insurance, or making sure their retirement money doesn't vanish when the market dips.
Life
Insurance
Affordable life insurance options tailored to protect your family's future and provide peace of mind - with or without a medical exam.
Final Expense
Coverage
Simple, low-cost policies designed to cover end-of-life costs so your loved ones aren't left with unexpected bills or stress.
Mortgage
Protection
Ensure your home stays in the family if something happens to you - with coverage that pays off or helps with the mortgage.
Color of Money
Risk Analysis
A free risk assessment tool that helps you understand your financial risk tolerance and plan smarter for the road ahead. Find out your score and its meaning here.
Book a Consultation
Life Insurance Path
How the Process Works
Discovery Call
(30 min)
We map out your goals, budget, and any existing coverage. You leave the call knowing exactly where your gaps are and what matters most to protect.
Options Review
(within 24 hrs)
I shop a dozen A‑rated carriers and email you 2–3 side‑by‑side quotes, plain‑English breakdown of price, benefits, and living‑benefits riders.
Easy Application Assist
(15 min)
Choose your favorite option and complete the e‑app on a quick screen‑share. No medical exam policies are usually approved in 24–48 hrs; full‑underwriting cases get a tracked status link.
No obligation. If none of the options feel right, we part as friends with zero pressure.
