Helping you plan for the future and navigate financial turbulence
Including IRA, ROTH IRA, 401K, 403B, 457B
Mutual Funds, Annuities. advanced solutions all tailored to our clients needs.
Buy sell agreements, Business Over head Expenses, Disability Insurance, Group retirement plans, group health Insurance, all insurance needs.
ESTATE AND TAX
We work with our clients CPA to find and provide advanced solutions for Estate and tax specific situations.
Advanced uses for life insurance policies, Mortgage protection, cash value strategies, living benefits life insurance.
Providing advice for parents planning for their kids future, Education saving plans, 529 plans.
Individual and Group Health plans, International Health insurance and travel Health Insurance.
Martin David Lon
Martin is a psychologist specialized in finance and economics, Six sigma Blackbelt. has been in the financial industry since 2007, has qualified for leaders and Million Dollar Round table. He is also an Aerobatic Pilot and holds a Ninjutsu 6th degree blackbelt.
Alberto has been in the financial industry for over 10 years, has qualified multiple times for leaders conference and million dollar round table. he practices boxing and works out on a semi professional level.
Jonatan M. Lon