insurance. for everything.
Cover your assets
don’t Settle For Less
Begin With the End in Mind.
No one likes to think about insurance. Don’t be like everyone else. Spend a few quality minutes to strategically plan your way to future success. Learn the value of proper insurance to cover your assets, manage your risk, and grow with you as you live your life. Your older, wiser self is counting on you to start with the end in mind. Let’s get started.
Life at full speed
Home, Life, Auto, Business – We’ve Got You Covered!
Here are the basics; You don’t need to spend a fortune to protect your assets. You just need to protect your assets by managing your exposure to risk. Key areas are:
- Home / Renters: insure the place you live
- Auto /Motorcycle: insure the vehicle you drive
- Life: protect your family and create future wealth
- Business: insure your business and employees
- Personal Property: insure your important stuff
Once these bases are covered, plan to explore the many ways insurance can help you in every area of life, including new ventures, professional and creative endeavors, and wealth creation.
There’s much more to a solid insurance protfolio than you might realize. Covering you assets is just the beginning.
Insurance. For everything.
covering your assets is just the beginning
home and auto insurance
life insurance & wealth building
personal & group health insurance
Business Insurance & Consulting
professional lines insurance
investment property insurance
insurance. for everything.
What We Can Do For You
After an initial analysis of your goals and needs, we will provide innovative suggestions and creative options for your consideration. Your custom plan design will include insurance products and services designed to minimize your risk and expense, while maximizing your protection, benefits, and growth potential.
Our first contact will be a chance to get to know you and understand your goals and needs.
As we start to prepare your analysis, we will rwach out to clarify and fine tune your objectives.
Our plan design based on your specific goals and needs, matched with our solutions.
You think of insurance differently. And your plan is a roadmap toyour future success.
insurance. for everything.
Live Your Best Life by Covering Your Bases
By now there is no doubt in any of our minds that life has a way of challenging us. We also know that we are resilient, tough as nails, and we will always perservere.
We are here to provide opportunities for you to not just survive, but thrive. Insurance used to be an old, stale subject – too boring to give it much thought.
Now we know that insurance can mean the difference between success and wealth or failure and financial ruin. There are time-tested insurance concepts you need to be aware of. Knowledge is a tool. Actions based on solid knowledge and proven results is power.
We’re here when you are ready to tap into the knowledge. What you do with it is your call. Just keep in mind… your future self is counting on you.
what we do
Personal Lines 101
Insurance starts with protecting your basic necessities; your life, your home and your autos. There are lots of factors to consider in choosing the right coverages. Do you have needs or conditions that require specific coverage? Are you eligible for any of the multiple discounts available?
Personal Lines 201
A deeper dive into the need for life insurance. It will never be as inexpensive to buy as it is today. For pennies on the dollar, you can leave a legacy for your loved ones or your favorite cause.
Personal Lines 301
You’ve got your bases covered. Now it’s time to drill down on your insurance policies and find ways to save money on premiums, increase key coverages as life goes on, and more. It’s not “set it and forget it” It’s review and adjust as needs and goals change.
Personal Lines 401
This is where the fun starts! Now that you are on top of your insurance game, it’s time to revisit your long term goals and see how insurance can help you save money, acquire assets, and build wealth. Ready for a paradigm shift? We are!
Business Insurance 101
Just starting out or in business a while, it’s always a great idea to check into the latest in basic coverages like general liability, business owners and business preoperty coverage. You could be leaving money on the table, have gaps in your coverage – or both!
Business Insurance 201
Employees? Are you properly insured in the areas of workers compensation and employers liability insurance? Do you need professional liability coverage or commercial auto? Lots to uncover here.
Business Insurance 301
Whether you are a sole proprietor or an employee of your own corporation, there are many things to consider regarding insurance. Health, dental, vision, chiropractic and employer sponsored life insurance with guaranteed coverage are just the start. What about retirement and savings plans? Lots more to discusss.
Business Insurance 401
Deeper dive into employer sponsored health plans, retirement plans, key man life insurance and succession plans, all made possible with the right insurance products and services. Are you getting the maximum tax benefits?
Specialty Insurance 101
New ventures, high risk insurance coverage, prior claims or cancelled policies in the past. Whether you’re just starting out in business, or have had some rough patches along the way, we can help! Our analysis and resources can help you where ever you are in the process.
Specialty Insurance 201
Once you have your basic medical insurance covered, it’s time to look at other health related insurance coverages and related products. This includes using technology to make your life easier.
Specialty Insurance 301
Wedding and event insurance, public liability, vacation and travel insurance, and more. Wherever you go and whatever you do… make sure your covered!
Specialty Insurance 401
Now that you’ve considered all your insurance needs, let’s see how we can help you get to next-level status with insurance and related products and services. Build wealth, get and stay healthy, and know you have a solid plan for the future. Your future self is counting on you!
covering the entire south valley
+1 408 762 5694
CA DOI Lic #6002933