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What We Offer

  1. Your Family Bank Strategy (tm), for purchases, investment opportunities, and wealth creation.   
  2. Self Directed IRA Platform and Strategy with commodity based and alternative assets to enhance your asset class diversification and performance.
  3. TaxTrap (tm) Planning powered by Retirement Analyzer (tm)  Retirement money is not all yours. The Federal Government is holding a silent lien on your funds.   
  4. SSAnalyzer tm) by Social Security Solutions is a comprehensive strategy to help prevent you from making the mistake of a lifetime.


  • Fraternal Insurance Counselor Fellow
  • University of Arizona Bachelor of Arts
  • Life Underwriter Training Council Fellow
  • Fraternal Scholarship Advisor
  • Fraternal Field Underwriter of Coverdell savings plans   

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My First Year as a Fraternal Agent in 1992