Improve your financial outlook
The Wise Money Guy connects you with expert financial management solutions to help you secure your future.
Services include estate planning, life insurance, ID theft protection, retirement planning, home security and automation, and senior health assistance. Get started on your journey to greater financial security today.
Services
We offer a comprehensive range of financial services designed to meet your specific requirements, including estate planning, life insurance, and retirement planning.
Income
Protection
What if the key people in the family—usually the father and/or mother—die suddenly?
In a blink of an eye, the future of a family can be in uncertain. That is why we all need income protection. Life insurance offers peace of mind.
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Auto, Home,
and Small Business
Everyone needs auto or home insurance. Our average client can save as much as $494 annually! Contact me to schedule or simply call toll-free (877) 855-8111 Use Rep ID: JNQ5D
• Get competitive rate quotes in 10 minutes or less
• Shop among top‑rated insurance providers to help you find great coverage for your money
Savings and Retirement
Are you unclear about how to use money and your financial future? My colleagues and I will break down the best options and financial products available so that you meet and exceed your financial goals.
Legal Consultation and/or ID Theft
Most people can’t afford an attorney. This membership levels the playing field for everybody.
Access quality representation and assistance for:
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Living wills (Directives to Physicians)
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Death Wills and Trusts
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Power of Attorney
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Probate Issues
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Motor Vehicle problems (tickets, DUI’s)
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Domestic (Divorce, Adoptions)
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24/7 Emergency
Assistance -
Trial Defense (discounted)
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IRS audit
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ID Theft defense (sold separately).
Estate
Planning
"When I die, I want to leave something for my children, but I don’t have much money and I don’t have a business to leave behind."
I help families create estates so that your children can start life with a financial advantage.
I can help start an estate with the budget you have.
Home and Security Automation
Protect your home, rental, and/or small business with our award-winning security and automation
product. Get a customized system that will fit your budget.
Call (877) 571-6139 to get
started! Use Rep ID: JFV7D
Senior
Health Referrals
If you are over or near 65 and you’re interested in speaking with a knowledgeable person about your Medicare options, contact me and we will refer you to the experts.
Financial
Freedom
Come and join my team in 3 easy steps:
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Fill out an Independent Business Application aka “IBA” with me.
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Study and receive your life insurance/annuity license. (The basics)
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Get mentored by the best in our industry and start making commissions that will make you financially free!
