Empowering Your Financial
Future
Guiding you towards prosperity with personalized financial solutions and expert advice.
Our Expertise
With years of experience and a commitment to client success, we provide comprehensive financial advisory services tailored to your unique goals.
Our Offerings
Unlock the potential of your finances with our range of strategic financial services.
FINAL EXPENSE insurance
Help Protect Loved ones from unexpected costs with Permanent Coverage.
Receive instant coverage ranging from $2,000-$25,000*. Coverage is offered in $1,000 increments. Take the next step to apply in as little as five minutes.
REVERSE MORTGAGE
Supplement your Income, Pay for medical needs, Downsizing to a smaller home to be closer to Family or build an ADU in your back yard for extra monthly income. All possible without having to pay out of pocket for anything. How?
Retirement Planning
Secure your retirement with a well-crafted plan. We help you build a robust financial roadmap to enjoy the golden years stress-free.
Wealth Management
Our team oversees your investments, continuously optimizing your portfolio to maximize returns and safeguard your wealth.
See What Our Customer Say About Us
Valencia R.
"Awesome team. Good Life Planning has a wealth of knowledge and know how which they freely share with anyone wanting to learn. They have worked with me on numerous endeavors and my financial stability is due partly on the wealth of knowledge given to me by them. These guys are awesome."
Guy W.
"They are the absolute best Team that I have ever dealt with. They are the most beautiful people that you'd want to meet. They're extremely professional business people, hard working and they had my house sold in four days. I've bought homes in the past, but never had the service that this team has provided me. Thank you!"
Scott & Sandra
We are blessed to have met you and greatly appreciate all the help, support and guidance you both provided. You are lovely individuals and are good at what you do so, we wanted to say THANKS again and job well done 👍"
Frequently Asked Questions
Find answers to common inquiries about our financial advisory services.
What Services Do Financial Advisors Provide?
Most of all they provide Peace of Mind. Knowing that your assets, along with your Family, are protected. They use various products like Final Expense Insurance, Annuities, Living Trusts, Complete Financial analysis, Budgeting and Debt Management.
How Do I Choose the Right Financial Advisor?
Experience is probably your number one requirement. With over 30 years in the industry and dozens of partners, there is nothing we can't handle.
What Is the Importance of Financial Planning?
Taking care of your Financial status in todays day and age is of Utmost Importance. We provide a road map for short and long term goals. We will always be there for you in the future because life, is change.
How Should I look at my Retirement?
You should be extremely confident knowing you will not outlive your assets and that you will have enough money to take care of unexpectant things. Our job is to look at everything, analyze it and come up with a solid plan to set your mind at ease.
What Investment Options Are Suitable for Me?
We have hundreds of options but, after looking at your unique situation, we will custom tailor a plan just for you. We look at your current situation and where you would like to be. If you're already there, Great!! If not, we will have a plan for you.
What about my Income and Benefits?
Being on a fixed income, your worst enemy is inflation. Prices of things going up every year while your income is static or not keeping up. You may have options available to you that you're not aware of.