Our firm had the privilege of assisting a couple back in the 1990s, successfully safeguarding their legacy through life insurance and comprehensive financial planning. The husband, a small business owner in the construction industry, used to travel extensively across the state. At our first encounter, he held the belief that he was invincible, that nothing could ever happen to him. However, we took the opportunity to educate him on the significance of life insurance in terms of providing for his wife and children in case of an unfortunate event. After some time, he agreed to initiate a policy with our firm.

Several years later, tragedy struck on an extremely snowy day. While returning from a job in Flagstaff, Arizona, he unfortunately lost control of his vehicle and collided with a snow embankment, resulting in his premature passing. As the sole provider for his family, he only had $20,000 in savings at that time. Our office was able to provide his widow with a substantial check amounting to $500,000. This allowed them to cover their income requirements for numerous years and establish investments to secure their future in the absence of their beloved husband and father.

Presently, they continue to be valued clients of our firm. By replacing his income and proactively building their wealth, we have successfully augmented their family’s financial worth by more than 500%.

We made an impact on this family, and we can do the same for you!