
Over 80% of first responders report experiencing significant financial stress, driven by rising living costs, unpredictable schedules, and limited access to tailored financial resources.
Nearly 1 in 3 first responders works a second job to supplement income, contributing to burnout and reduced personal and family time.
60% say their financial worries negatively impact their mental health, increasing stress levels both on and off duty.
More than half of first responders feel unprepared for retirement, citing lack of financial education, inconsistent savings habits, or uncertainty around pension and benefit structures.
Unexpected medical expenses and long-term care needs are among the top financial concerns, with many stating they feel underprepared to manage out-of-pocket costs.
47% report difficulty building emergency savings, despite high-risk work environments that often demand strong financial readiness.

Grow your money without the tax burden and secure a brighter financial future.

Shield your investments from the unpredictability of market losses while ensuring robust asset protection.

Secure funds for your child's future—whether it's starting a business, funding their education, or even purchasing their first home.

Safeguard your loved ones' future and financial well-being, ensuring peace of mind with coverage that extends beyond life's uncertainties.

Design a lasting blueprint for your assets, ensuring they are distributed as you envision while preserving your legacy and providing clarity and security for future generations.

Customized financial strategies for entrepreneurs to promote growth, protect assets, and ensure a seamless transition—setting your business up for lasting success.

Strategic support and planning, working alongside your existing benefits to make sure you have the financial security and resources needed for long-term care and future health needs.

Learn how to harness the power of generational wealth planning, creating a family-centric financial ecosystem that fosters growth, stability, and legacy preservation for generations to come.

Gain control of your financial life by creating effective budget plans and strategies to manage your expenses wisely.




President & CEO

Division Chief
Former SFPD Officer

Deputy Division Chief
Fire Chief, CWO3 USMC (Ret)

Treasurer
Retired Sheriff's Deputy

Compliance Officer
Fire Captain, SSgt USAF (Sep)
Director of Outreach
US Army (Ret)
Director of Strategic Partnerships
Former Law Enforcement Officer

Director of Brand and Media
USAF (Sep)
Director of Education
