About Us

Case managers with experience and know-how.

 

Insurance and financial literacy are not glamorous when you do them to help people. There is a misconception that knowing how money works and having insurance is for the “rich folks”. We grew up surrounded by people with this mentality and our family even suffered for it. We decided that we would disprove this belief and help others avoid tragic circumstances that come from not being prepared. Financial literacy can be complicated and confusing, so we’re here to make it understandable and find the financial plan that works for each individual and family. No strings. No tricks. We have only honest questions and answers. Spoiler alert, these things are most definitely not just for “The Rich”. But they are complicated and sometimes even confusing. We’re here to clear it up, make it more accessible and affordable, and most importantly we are here to make it easy to understand. No strings, no tricks, just honest questions and answers.

In 2017, brothers JD and Sean lost both of their parents six months apart. Their parents, having no living will, no written legal documents, no savings, and no life insurance, the tragic deaths left behind only debt and very little time to mourn between phone calls for collection. In the years since the brothers have focused on business and financial education while running a digital marketing firm.

In 2022, the brothers met Jonathan, who introduced them to a deeper education in advanced markets in Insurance and annuities. Having come from a similar background of poverty and poor financial literacy, the three decided to come together and create an easy access platform for education and for no-pressure access to financial services.