Who We Are

Eternity Financial Alliance is one of the

Most Unique Financial & Insurance Powerhouses of America.

We don’t strive to just be better; we strive to be different!

Why Choose Eternity Financial Alliance

We believe every family should have the opportunity to be financially secure, free and prosperous.

We promise to do all that we can in our power to do what’s best by you and your family to earn that trust and more importantly, keep that trust for a long-lasting relationship.

Eternity Financial Alliance is a private-owned independent organization. This means EFA Professionals are not limited and have access to numerous of the leading, most reputable financial and insurance companies.

By remaining independent we NEVER compromise the integrity we stand for...

Our Mission

Our mission is to guarantee our fullest efforts in making a difference by providing security, stability, and growth for all our clients. We see our clients as if they themselves are our extended family members, by providing us the opportunity to serve them and to make sure the financial health of their families and businesses are safe. We know we are making a true & lasting impression.

Our Vision

Our vision is to change the status quo of the financial and insurance services industry by providing unprecedented value to our clients, virtually for all of our services. We believe that relationships between us and our clients are sacra scent

Our Goal

Our goal is to provide our clients with clarity of their financial scope by: assessing where their goals, passions, and struggles they have today, while simultaneously analyzing their financial goals for tomorrow and establishing their financial road map through retirement with confidence and precision.

We utilize a comprehensive approach to educate our clients and design a strategy that is effective. Ultimately our clients are “left” with more security, safety, and aligned for growth.

Our goal is to walk with you and for us to be your trusted resource for all financial matters

Start Building Your Legacy Today

Don't leave your legacy to chance. Begin wealth building and preservation process today by contacting our dedicated team. We offer a complimentary consultation to assess your needs and provide you with a clear path forward towards financial success.

Insurance

  • Life Insurance: Term & Permanent (WL, UL, IUL)

  • Premium Finance (Traditional & Kai-Zen)

  • Annuities

  • Long Term Care

  • Disability Insurance

  • Health Insurance / Group

Company Benefits

  • 401k & Safe Harbor, Profit Sharing, Defined Benefit & Contribution Plans

  • Executive Bonus Plans

  • Buy-Sell Agreements

  • Group Health Insurance

  • Group Life Insurance

Wealth Management (RIA - Legacy Wealth Management)

  • Private Equity

  • Private Credit

  • Oil & Gas

  • Real Estate

  • Structured Notes

Financial Education & Literacy

  • 8 Step Fiduciary Process

  • Rule of 72 & Compound Interest

  • Risk vs Guarantees

  • Tax Basics

Estate Planning Solutions

  • Asset Protection

  • Profit Retention

  • Tax Mitigation

  • Wealth Preservation

  • Trust Management

Address:

4695 MacArthur Ct, 11th Floor

Newport Beach, CA 92660

Phone:

(866) 880-3367

Email:

Copyright © Eternity Financial Alliance 2024 All Rights Reserved
Terms and Conditions | Privacy Policy