about

Empowering Families to Build, Preserve, and Maximize Wealth

As financial professionals licensed in multiple states, we provide simple and customized solutions to help our clients with every aspect of proper protection, financial needs, and creating generational wealth.

"As independent agents we have access to over 100 carriers and over 300 products to provide the best and most suitable solution for you and family."

Wang Wealth
about
services

Our Services.

We have strategically partnered with large and reputable brokerages to provide you with various solutions to help meet your needs.
Our primary goal is to educate and guide you to make the right choices when it comes to your insurance and financial solutions. We will make sure it is affordable and suitable while keeping your goals in mind.
We are a firm believer in generational legacy planning.
Our consultations and overall services are complimentary. What does that mean for you? You won’t have to worry about an upfront fee as we are compensated by the carriers we represent when we help find the right solution for you.

Insurance

Insurance

Term Life, Whole Life
Index Universal Life
Cash Value Life
Final Expense, AD&D
Health, Dental + Vision

Income Protection

Income Protection

Short Term Disability
Long Term Disability

Retirement Planning

Retirement Planning

Personal Financial Strategy
Fixed Index Annuities
Qualified Funds Rollover
Non-Qualified Funds

Disability Insurance

Disability Insurance

Long Term Care
Critical & Chronic Illness
Terminal Illness

services

Referral Network

Be referred to our network of local and nationwide attorneys for your estate planning needs.
Looking for another quote on your home and auto insurance? Let us refer you to our agents in the Property & Casualty Division.

Estate Planning

Last Will and Testament
Revocable & Irrevocable Trusts
Advance Health Care Directives
Financial Power of Attorney
Durable Power of Attorney

Property & Casualty Insurance

Home
Car
Jewelry
Boat
Business Liability
Umbrella Coverage

ContactContact