Dave O’Brien – your go-to financial maestro, unwavering in his commitment to shepherd you towards complete monetary peace of mind. With his proven track record, Dave has empowered countless clients to embrace life insurance, unlock the secrets of a tax-free retirement, and craft ironclad estate plans. Renowned for his tailor-made strategy, he demystifies the financial maze, granting you the perfect blueprint for a fortified tomorrow.
Help Pay Off Mortgages Earlier
Provide Income Later in Life
Pay for Funeral Costs
Protect & Preserve Retirement Savings
Create Your Legacy With Estate Planning
Crafting extraordinary events tailored to your unique vision.
Our affordable Term Life Insurance offers a death benefit for a specified term, ensuring your loved ones' financial stability in case of any unfortunate events.
Secure your family's future with our Whole Life Insurance, providing lifelong protection and a cash value component for added financial security.
Enjoy flexible premiums and coverage with our Universal Life Insurance, offering long-term protection and potential cash value growth.
Ease the burden on your family during difficult times with our Final Expense Insurance, covering funeral and other end-of-life expenses.
Discover Tax Free Retirement
The #1 way to grow a tax free retirement income
Here's what you get:
Safety from market risk
Unlimited tax free growth
Immediate access
Death benefit and living benefits
If you are saving and investing money for retirement, and you are at all concerned with market risk and the safety of your money, watch this short video to learn about and understand the retirement contracts that guarantee lifetime income without investment risk.