We are a Financial Marketing Organization that represents dozens of Fortune 500, A-rated, billion dollar firms such as AIG, Foresters, and John Hancock. This means that we posses the flexibility to meet our clients' needs within their budget.
We start by determining if you have a need for our services. Once we assess your situation and determine that you have a need, we then calculate the investment and length of time necessary to cover your need. Finally, we work with you to understand your tolerance for risk and what type of plan you can afford. This process ensures that the plan we put in place remains in place to help you achieve your goals.
We are here to help you prepare for your future. We service our clients via:
We provide the education necessary to help you make an informed decision about the best plan for you.
Naji began his career in outdoor sales and through that experience he was able to transition to inside sales at Bank of America. From there he learned all of the intricacies of the customer life cycle, and spent time in many consumer & small business functions ranging from Business Development and Marketing to Claims and Retention. Being highly ambitious and never complacent, combined with a true passion for helping others solve problems, he and his wife joined together in business to service their community in a financial capacity, hoping to help as many families as possible in the process.
Marie has gained experience across many industries, ranging from investments and banking to the music industry, all until she heard her calling and recognized her true purpose in helping people as a Registered Nurse. Driven by that same purpose and having served patients from all walks of life, she joined her husband in business to lead a joint crusade with the sole mission of bringing back the American Dream to families through Free Enterprise.
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Monday - Saturday: 9am - 9pm
Sunday: By appointment
All times are Pacific Time