JESUS VILLALOBOS

YOUR FINANCIAL ALLY

Financial Independence. for Everyone. Period.

Financial Independence. For Everyone. No matter your life story, our tailored approach to planning for retirement and financial freedom will meet you where you are and address your specific goals. We help make the dream of financial independence possible for all those in our communities across North America.

Personal Financial Needs Analysis

Retirement Income Strategies

Estate Preservation

Business Strategies

Insurance Protection

SCHEDULE APPOINTMENT

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THE UGLY TRUTH ABOUT MONEY

challenges facing Americans today

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INCOME

78% of American's live paycheck to paycheck and of those that are working, 85% hate their job.

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DEBT

52% of households in America have credit card debt. Totaling over $998B in credit card debt in 2021.

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SAVINGS

44% of Americans can’t cover a $400 emergency.

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RETIREMENT

51% of American adults have little to nothing saved for retirement.

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INSURANCE

4 out of 10 households are uninsured and an approximate 158 million people are battling with a chronic disease.

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LITERACY

Only 6 of the 50 states require a stand-alone course in personal finance to graduate from high school.

HOW WE HELP

Our array of products and services are as

diverse as the needs of who we serve

Financial Strategies

Everyone is different, so we offer a personalized financial needs analysis and assessment.

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Insurance Protection

Protecting what's most important. Life Insurance, Long-term Care & Disability.

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Retirement Strategies

Rollovers, Traditional IRA, SEP IRA, & Roth IRA.

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Estate Preservation

Wills, Trusts, Charitable Strategies, and Wealth Replacement Trusts

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Business Strategies

Employee Benefits, Retirement Services, Executive Compensation & Business Continuation Programs.

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Education Funding

Whether preparing to send a first or fifth child to college/university, we can help start saving now.

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Testimonials

"

Known Jesus for about 8 years. He's always been great with providing financial guidance/ planning. He's not only my financial agent; he's also become a great friend over the years who continues to be very supportive.

- Michelle M

"

Jesus was such a great help in a time when I was in the market to build my financial portfolio. I was introduced to Jesus by a trusted friend of mine, so I knew he was setting me up with someone I can trust myself, and to which I did. I had various questions for Jesus and answered each one to his knowledge. If there was a time when questions I asked couldn’t be answered, then Jesus would always make sure to take the initiative to provide me with the needed information. Thank you, Jesus for the professionalism you have provided to family and friends, and thank you again for always being there to answer any questions instead of having to go through robots.

- Christian T

"

When it came to my finances, I lacked direction and wasn’t sure which way to go. When I was referred to Jesus, he gave me an overview of where I stood financially, a plan to get me to my financial goals, and which products & services would best help accomplish the goals I have. He also broke down how these products worked, so I knew exactly what I was going to be adding to my financial portfolio. I highly recommend Jesus to anyone.

- Steven P

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