Our Services
Why You Need a Trusted Financial Strategist
Not all financial advisors are the same.
Jorge brings real-world experience helping families protect income, grow savings, and plan their legacy — with no jargon or pressure.
Retirement Planning, Your Way
From your 30s to retirement, Jorge builds custom strategies using indexed accounts and annuities, focusing on tax-free income.
Simple Estate Planning
With living trusts and smart wealth transfer tools, Jorge helps you pass down more and avoid unnecessary taxes or probate.
Our Areas of Expertise
Life Insurance with Living Benefits
Access your policy while you’re still alive in the event of a serious illness, injury, or disability.
Retirement Income Planning
Build a tax-free retirement plan using indexed solutions that protect your principal and provide lifetime income.
Mortgage Protection
Make sure your family doesn’t lose their home if something happens to you.
Living Trust & Estate Planning
Avoid probate and keep your legacy intact with a personalized trust-based estate plan.
Tax-Free Wealth Transfer
Use strategic life insurance vehicles to pass down wealth without the IRS taking a large share.
401(k)/IRA Rollovers
Safely move your retirement money into tax-efficient, secure accounts with no market downside.
College Funding Plans
Help your kids avoid student loan debt with strategic savings plans.
Business Protection & Key-Person Policies
Protect your business with insurance strategies for succession, buy-sell agreements, and key team members.
Life Insurance with Living Benefits
Most people think life insurance only pays out after death — but modern policies do so much more. With living benefits, you can access part of your death benefit while you’re still alive if you suffer a heart attack, stroke, cancer, or other serious condition. This helps you replace lost income, cover medical expenses, and protect your family’s financial stability during recovery. It’s not just insurance — it’s income protection when you need it most.
Mortgage Protection
Your home is one of your biggest investments. But what happens if you pass away unexpectedly? Mortgage protection ensures your family doesn’t have to worry about losing the home you’ve worked hard for. With tailored coverage that pays off your mortgage in the event of death or terminal illness, this plan gives you peace of mind and protects your legacy.
Most retirement accounts are subject to market risk and heavy taxation. But what if you could grow your money tax-free, with no risk of loss during downturns? Using strategies like Indexed Universal Life (IULs) or annuities, we build customized retirement plans that generate lifetime income, preserve your savings, and keep Uncle Sam out of your pocket in retirement.
Business & Key-Person Coverage
If something happens to you or a key team member, your business could suffer financially. We help business owners secure insurance that protects against unexpected losses, fund buy-sell agreements, and ensure business continuity. Whether you’re a solo entrepreneur or part of a growing team, this strategy safeguards what you’ve built.
Living Trust & Estate Planning
Without a plan, your assets can get stuck in probate — a long, expensive legal process. A Living Trust allows you to transfer your home, bank accounts, and property to your loved ones privately and immediately, without court interference. Estate planning ensures your wishes are honored, your family is protected, and your legacy lives on exactly the way you intended.
401(k) / IRA Rollovers
If you’ve changed jobs or retired, your old 401(k) or IRA might not be working as hard as it should. We help you safely roll over your funds into tax-efficient, guaranteed-growth accounts — often with no market risk and options for guaranteed lifetime income. Protect your nest egg from volatility and excessive fees with a strategic rollover.
College Savings Plans
The cost of education keeps rising — and so does student debt. We help parents and grandparents set up flexible college funding plans that grow tax-deferred and can be used for tuition, books, or even housing. These plans offer financial control, peace of mind, and a debt-free future for the next generation.
Wealth Transfer Strategies
You’ve worked hard to build wealth — now let’s make sure it goes to the right people. We use life insurance and trust-based planning to pass on your assets in the most tax-efficient and intentional way possible. Avoid probate, reduce estate taxes, and ensure your heirs receive what you intended without legal hassles.
