Is your financial field protected?

Shield your money from taxes, lawsuits, and market swings while compounding growth you actually keep.

• Independent, licensed advisor

• NPN: 21476439

• Partnered with 25+ A-rated carriers

Get Your FieldScore™

~ 2 minutes • 9 quick questions

Discover your financial strengths. No cost. No obligation.

Confidential • Secure

Our framework helps you Deposit, Defend, Diversify, and Distribute your wealth.

Grow safely without market swings.

Guard against taxes and lawsuits.

Stay liquid and tax-favored.

Enjoy tax-free income and legacy.

Backed by A-rated Carriers

We shop 25+ carriers for the right fit—your goals, your timeline.

+25 more

I help entrepreneurs, professionals, and families protect and grow what matters using modern, tax-advantaged insurance strategies like IUL.

If you value liquidity, downside protection, and a clean path to tax-favored income, we should talk.