What is a Sherpa?
A Financial Guide for the 3 Phases of Life.
Accumulation Phase: Ages 25-55
You are saving for retirement and college funds. Objective is growth and Risk Transfer. It is this phase where life insurance and disability insurance have a major role in protecting your family and business.
Preservation Phase: Ages 55-65
One begins to approach Retirement. Objective is Protecting the assets you have accumulated from both market risk and Long Term Care Health expenses. Long Term Care Insurance and Reducing Market exposure are essential in this phase of life.
Distribution Phase: Ages 62+
This phase is when you are begin to pull money from your retirement plan. Objective: to have a steady increasing income and not to run out of money. Fixed Indexed Annuities , Tax Planning and Estate planning are all essential in this final phase of life.

Take the worry out of
life with insurance protection​

Inner peace

Long Term Care

Long-term care events happen to a family, not just a person. Learn about long-term care coverage, cost of care and the benefits of planning ahead.
Annuity couple


‘ Will my income last for as long as I need?” Be confident knowing you’ll have protected growth for your future income and reliable monthly income for the rest of your life.

Life Insurance

One of the greatest gifts you can give your loved ones is to remove some of their financial worries. The right life insurance policy means that even after you’re gone, you’ll still be protecting them.
Hispanic couple

Medicare Benefits

When it comes to navigating the tricky web of Medicare. We have the knowledge and expertise to guide you through the system and help ensure that you maximize the benefits you earned throughout a lifetime of work.

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