About Jose

I am a financial consultant in the areas of Investments, Life and Health Insurance, Disability, Long Term Care and Estate Planning. I consult primarily for You, The professional and Business Owner. I do this by assisting in developing strategies for your personal and corporate financial needs.

But that’s just a fancy way of saying:

I want you to work smarter not harder. I wan’t your business to be a vehicle for personal freedom and not enslavement. I believe I can help!

My approach is a bit different due to the fact that I, like you, also run a business. Because of that I’m acutely aware that no business is the same, just like no entrepreneur is the same.

I’m here to tell you that Financial Independence and the Process of using the proper Investment and Financial tools to achieve your desired Lifestyle is neither impossible, nor that difficult!

I have no recipe and no secret sauce.

Your business and lifestyle realities are unique and specific to the way you run your business and live your life.

What I have however, are sound strategies that WORK regardless of your industry. Stragegies that can be highly tailored to your individuals needs.

That’s what we’ll be talking about soon.

I specialize in the following:

  • Life Insurance Strategies
  • Health Insurance
  • Disability
  • Long Term Care Coverage
  • Retirement Planning and Estate Planning Strategies

Feel free to reach out anytime. It’s never been easier!

Also, Subscribe to our FREE weekly updates and browse the site at your leisure while you are at it!

My Team and I are constantly uploading tons of relevant content and links that are relevant to your needs as a Business Owner or an Individual Freelance Professional.

Take care!