Custom and unique insurance solutions

Preserve your wealth, cherish your legacy.

What We Do

We're dedicated to safeguarding your financial future through customized solutions in retirement planning, risk management, and legacy preservation. With access to over 60+ companies, we provide tailored insurance and financial consulting to suit your unique needs. Our commitment to client education and independent, unbiased advice ensures you make informed decisions to safeguard your financial future and create lasting peace of mind for you and your loved ones.

Client Testimonials

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Contact Us

We are a Bay Area owned and operated insurance and financial agency specializing in helping individuals and business owners achieve their financial goals.



Call: 510-749-6759
Fax: 510-749-7031

Mailing Address

2201 Shore Line Dr. #6377
Alameda, CA 94501