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Our Purpose

We are dedicated to providing financial peace of mind for our clients, associates, and employees.

- Norm Johnson, President

as-featured-in-forbes-magazine-2014

New Strategies Provide Financial Peace of Mind for Retirement - Since the start of the prolonged economic downturn that began in 2007-08, savvy investors... See more at Forbes

Safe and Secure

Founded in 1994 and Incorporated in 1996, the company is dedicated to insuring our clients' financial security, and that of their heirs, through the benefits of Specialized, Safe and Secure Insurance Products.

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Life Insurance

Single Premium Life Insurance - For your heirs income tax-free but with cash available should you need it. This is a great way to substantially increase the cash value of your estate for your spouse or other heirs.

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Insurance services are provided by managed Asset Insurance Services
CA License# 0C24353