"Engineering your financial future."

General Info

OUR APPROACH We solve problems differently than other financial advisors and we believe that: - More work is not always the best path to more wealth; - There is greater potential in preventing losses than in increasing your risk for the promise of higher returns;- Protecting yourself and your family should be your first priority;- A multi-generational and whole life cycle approach is needed for sustainable wealth accumulation;- Growing wealth requires more than an accountant, banker and fund manager; and- We should never pay more taxes than we legally have to. MISSION STATEMENT Our mission is to protect and grow our clients financial well being and wealth by: creating dynasties of wealth, minimizing risk and taxes, and maximising guaranteed returns and investments. To develop unique and personalized financial wealth solutions that: utilize cutting edge products from industry leaders, apply customized wealth accumulation strategies, and leverage expert skills and knowledge. And to grow our business through referrals founded upon exceptional performance, personal relationships and outstanding service.

Extra Phones

Office Fax: 866-584-1628

Hours

Regular Hours

Mon - Fri:	9:00 am - 10:00 pm

Categories

Financial Planners, Business & Commercial Insurance, Financial Services, Health Insurance, Life Insurance

Services/Products

INDIVIDUAL SERVICES - Wealth Accumulation & Tax Minimization- Health Insurance- Dental, Vision, & Supplemental Plans- Life Insurance- Disability & Long Term Care- College Fund Planning- Travel Insurance- Pet Insurance- Annuities & Retirement Planning- Final Expense & Estate Planning- Savings & Cash Deposits BUSINESS SERVICES - Health- Dental & Vision- Voluntary/Supplemental- Travel Insurance- Disability & Long Term Care- Life Insurance- Financial Planning- Retirement- Final Expense - Executive Bonuses- Split Dollar Benefits- Supplemental Executive Retirement Plans - Key Person Insurance- Qualified Retirement Plans- Group Life and Health- Cross-Purchase and Entity-Purchase Buy-Sell Agreements

Brands

Aetna, Aflac, American Amicable, Anthem, Assurant, BOFI, CareFirst, Delta Dental, Dominion Dental, Fidelity & Guaranty Life, Gerber Life Insurance Company, IHC Health Solutions, Inova, International Medical Group, Kaiser Permanente, Kemper, Liberty Mutual Insurance, MassMutual Financial Group, Monumental Life, Mutual of Omaha, North American, Ohio National, Pets Best Pet Insurance, Phoenix Life, Transamerica, Zane Benefits

Location

We are based in Woodbridge and our service area covers the whole of Virginia. If you have questions, please give us a call. WE COME TO YOU.

Amenities

Our personalized service offers customized solutions that larger agencies cannot provide, starting with free risk evaluations and planning assessments, through to product comparison and delivery, all with one-on-one consultations and enrollments for all our clients, their families, businesses and staff.

Associations

DEGREES: B.Sc. Civil Eng., M.Sc. Civil Eng., Grad. Dip. Business Management PROFESSIONAL MEMBERSHIPS: Project Management Professional (PMI),LICENSES: Virginia Health, Life and Annuities Producer, Federal Marketplace Exchange Certified