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Many people worry about the stock market crashing and losing all their retirement savings. What if there was a way to protect your retirement savings and ensure guaranteed growth?
We offer safe money products that can help you safeguard your retirement funds and grow them steadily.
Losing a loved one is hard enough, but when it is unexpected it can be devastating. Not knowing how you will pay for their final expenses only adds to the stress.
We can help ease the financial burden in the event of a death. With our coverage, you can focus on what matters most – spending time with your loved ones.
We offer coverage for children, juvenile, final expense, term life or whole life.
When you know exactly what you want in your plan and don’t want legal advice and want to avoid costly attorney fees, this software is for all 50 states and allows unlimited updates and complete with
-LIVING WILL also known as -ADVANCED CARE PLAN
-POWER OF ATTORNEY for HEALTH
-POWER OF ATTORNEY for FINANCE
WILL, aka testamentary will
-REVOCABLE TRUST
To complete the qualification, we'll immediately schedule a simple 10-minute phone interview with the home office. This call will be used to verify the accuracy of the information provided during the initial consultation, as well as to review any additional requirements that may be specific to your chosen package.
It matters to me that you, your family, and the people you care about feel confident about the future. Knowing that many people lose money in the stock market right before retirement pushed me to learn how to offer safer alternatives with growth potential—especially for folks in their 50s and 60s who just want to make sure they don’t outlive what they’ve worked so hard to set aside.
I specialize in helping people roll over their old 401(k)s, 403(b)s, and IRAs into safe options that protect their principal and grow tax-deferred—often with the goal of creating a personal pension they can count on. Most of the people I work with aren’t contributing to retirement plans anymore—they’re focused on preserving what they have, not chasing the risky gains of the stock market. I keep things simple, don’t rush big decisions, and believe clarity brings confidence. I use retirement planning tools that show how long your money might last under different scenarios—and how Fixed Indexed Annuities (FIAs) can play a role in that picture.
I tend to connect best with people who appreciate thoughtful guidance and trust me to walk alongside them—no matter their background. And being raised in a tight-knit Filipino family taught me early on the importance of protecting what we’ve worked hard for—not just for ourselves, but for the generations that follow. That sense of responsibility, loyalty, and love for family shows up in how I approach this work every single day.
With a business background and the perspective of a mom, I tend to pick up on practical insights others might overlook or hesitate to say. I love connecting with people, and I try to show kindness by sharing what I’ve learned—especially when it can make life a little easier or help someone feel more secure.
I try to leave every encounter—personal or professional—a little better than I found it. People often turn to me as the “go-to” in the group, and I embrace that role. (Fun fact: I was voted “Most Organized” back in high school in Hayward, California. These days, with aging but vibrant parents and a young son, life isn’t perfectly tidy—but it’s full of love and meaning.)
I was born in Manila and have lived in places ranging from New Jersey to Hayward, California—and I truly treasure the diversity of the communities I’ve called home. I graduated from UC Berkeley, spent time in Isla Vista, and have held roles throughout the San Francisco Bay Area and Silicon Valley. I now live in Modesto, right in the heart of California’s agricultural valley.
Throughout my career in HR, marketing, business development, and consulting, one thing has stayed constant: I love making things work better. Whether it’s simplifying a process, organizing a plan, or uncovering a smarter way to move forward—I’m always thinking about how to create more space for what really matters: quality time with loved ones, personal growth, and leaving a legacy that lasts.
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