Services for Individuals

High-quality solutions for living, protecting, and architecting the legacy that you surely want to leave.


Medical Solutions
Access to healthcare at every price point
Planning for Your Future
Free Will, Retirement Vehicles, Various Life Insurance Options
Ancillary Insurance

Dental and Vision + Accident, Critical Illness, and other like policies that pay monies directly to you for a covered occurrence.


Additional Services

via our Trusted Partners

Owe the IRS?

Need Tax Resolution?


CITO TAX RESOLUTION is one of the nation's leading firms in tax negotiation, mediation, and resolution.

Auto / Home / Umbrella


Are you properly covered? Do you have the best rate for the type of coverage you actually need? Shop 30+ A-rated insurance companies with one call.

Got Student Loans?


If you have a Student Loan that is through the Federal Government, there's over an 80% chance that there's a DOE subsidy that you'd qualify for that you didn't know existed.


Currently the average 'subsidy offset' is $568 every month.

next step: talk to a human 

LET'S VISIT &

Learn More.

Book The Meeting of Your Choice.

10-15 Minute;

Quick Discovery

30 Minutes;

A Solid Start

45 Minute;

Deeper Dive

next step,  send us a note