Meet Our

Team Members

Emily Harper

Senior Insurance Advisor

James Caldwell

Claims Processing Specialist

Sophia Martinez

Customer Experience Manager

Liam Thompson

Financial Planning Consultant

Olivia Brown

Risk Assessment Analyst

Jane Roberts

Policy Development Director

85%

Of young adults who had a strong Christian upbringing and regular faith-based discussions at home are more likely to maintain their faith into adulthood.

70%

Of small business owners believe that entrepreneurship provides greater financial freedom and opportunity to create generational wealth.

73%

Of people with financial literacy education are able to avoid debt and achieve long-term financial stability.

40%

Children who are intentionally taught biblical principles and life skills at home are 40% more likely to carry those values into adulthood and pass them on to their own families.

What people say about us.

Here are comments from our beloved clients

The Legacy Binder has given our family such peace of mind—knowing all of our important documents are organized and easily accessible in case of an emergency is priceless!

Olivia Bennett

This system made it incredibly simple to gather everything we need to protect our family’s future. It’s a must-have for anyone who wants to be prepared for life’s unexpected moments.

Marcus Calloway

(408) 427-2893

Phone Number

P. O. Box 481, Cool CA 95614

Location

[email protected]

E-mail Address