”Making A Difference”

Financial Freedom is not a decision, it's a choice. We are here with you every

step of the way

"Making A Difference"

For The Now And The Future!

One of the MOST unique powerhouses within the financial and insurance services industry.

We bring to you our Professional Alliance Partners to better serve individuals, families and business owners, in order to achieve your financial goals.

Our Elite Power Alliances from: insurance, retirement, tax-planning and estate planning, we are a “go to” source for families and business owners’ financial needs and obligations.

We bring the most reputable, well-founded, financial & insurance service providers together.

Our retirement and legacy maximization strategies will empower you to live confidently and plan for a secure retirement.

We help you...


Higher Income Solutions

Wealth preservation and tax mitigation solutions for business owners


Legacy and Wealth Preservation

Let's preserve the legacy you worked hard to build.


Business Solutions

Tailored business solutions for your growing business needs.

Find Your Income Gap After Retirement? Comprehensive Analysis

Find out what you will need to maintain your current lifestyle. Unfortunately, retirement can bring out 50% of the most stressful events. Here's how to prepare yourself!

Our Trusted Carriers

What Clients Are Saying...


Rick Veit

Kai-Zen® Testimonial


Ross Laughter

Kai-Zen® Testimonial


Jay Grossman

Kai-Zen® Testimonial

Don't Let Retirement Planning Overwhelm You

Here's a solution you have been missing... Plan with confidence


4695 MacArthur Ct, 11th Floor

Newport Beach, CA 92660


(866) 880-3367


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