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The Millennial’s Guide to Retirement Planning
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"Our mission is to create Confidence and Clarity for clients, helping their day to day actions align with their Goals, Vision & Values. We want to take what is in your head and put it in writing. We truly believe when things are written down and clients have accountability, that is the recipe for long term success.
We love when our clients view us as a personal Chief Operating Officer and realize their annual review meetings are a board meeting covering the progress of their life's vision.
Lifelong relationships with our clients that improve their personal and financial frameworks, while meeting their goals and objectives, that is why we believe we have been in business for 17 years."
-Kevin M. Gomez, Jr.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4