Listed In: Life and Health Insurance
We specialize in guiding individuals, families, and business owners toward financial independence and generational wealth through tailored life insurance strategies. Our role involves educating and empowering clients to take control of their financial future by leveraging proven systems and… We specialize in guiding individuals, families, and business owners toward financial independence and generational wealth through tailored life insurance strategies. Our role involves educating and empowering clients to take control of their financial future by leveraging proven systems and strategies. By combining mentorship, strategic planning, and a focus on legacy building, we help clients achieve lasting financial security and peace of mind. Read more
Business Hours
M-F 9am-5pm, Sa-Su Closed
Services
Custom life insurance plans, Policy design and strategy, Tax-efficient wealth planning, Cash flow banking, Business owner insurance strategies, Financial legacy planning, Personal finance mentorship
Year Established
2023
joshua.smith@factumfinancial.com
