Our Services
Our services includes:
Kai-zen Retirement Planning
Don't simply retire. Have something to retire to.
kai-zen offers you up to additional 3 times more money to fund a unique cash accumulating life insurance policy using leverage
Indexed Universal Life Insurance
A Hybrid Option
Indexed Universal Life Insurance combines term and whole life insurance. It offers flexibility, potential growth, but also carries investment risk and fees. Consult a FinPlan licensed agent for personalised solutions.
Insurance Coverage Options
Protect what matters most with our customizable insurance plans, ensuring peace of mind for you and your family.
As a licenced insurance specialist dedicated to providing comprehensive coverage for your unique needs. I create tailored plans to protect you and your loved ones. Let's work together to build a secure financial future.
Million Dollar Baby
How the Million Dollar Baby Plan Works. Setting Up Your Kids for the Rest of Their Life.
You've achieved some success in your life. Now you want to build a legacy, preparing your child for the rest of their life. Like you, they will face certain milestones where it pays to have ready access to money - and with the Million Dollar Baby Plan, you can make sure they're ready to face the future.
Annuities
Your Retirement Income
Annuities offer a steady income stream in retirement. Choose from fixed, variable, or indexed options. Consult a FinPlan licensed agent for personalised solutions.
Term Life With Living Benefit
Simple, Affordable Protection
Term life insurance is a type of life insurance that provides coverage for a specific period of time, typically 10, 20, or 30 years. If you die during the policy term, your beneficiaries will receive a death benefit payment. Get coverage for a specific term. Choose the right amount to protect your loved ones financially. Consult a FinPlan licensed agent for personalised solutions.
Kidsʼ Savings Accounts
Make college dreams a reality! Our savings plans help you build a brighter future for your childʼs education.
Through comprehensive workshops, personalized consultations, and cutting-edge resources, I strive to demystify complex financial concepts and foster a culture of financial literacy. Additionally, I specialize in helping parents establish and manage kid's savings accounts, teaching young minds the importance of saving and investing for their future.
