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Our Mission:
Is to provide the finest in personalized service. We build relationships and find what's important to our customers. The growth of our business is based on growing with you, the customer. We provide quality dependable service with quality products at a competitive price.
Our Commitment:
Is to provide individuals, families and businesses with insurance, financial products and services that meet their needs. We keep up with current insurance and financial product trends to offer our clients the most current information in the industry. We are available 24 hours a day 7 days a week.
Our Staff:
Rolando G. Barrera ~ Independently serving Clients in the Insurance and Financial Service Industry for over 10 years. Four years prior experience in the Financial Service Industry.
Delia G. Barrera ~ Over 46 years in the Financial and Bookkeeping Industry
Kimberly Adams ~ Over 11 years in the Personnel and Human Resources Industry
We Provide:
Life Insurance Annuities
412i Plans 401k Plans
Buy Sell Agreements Simple IRAs
SEP's Deferred Compensation
IRAs Disability Insurance
Third Party Administration Key Man Insurance
Retirement Funding Employee Benefits
Education Funding UTMA/UGMA
Roth IRAs Estate Conservation
Term Insurance Education IRAs
Short Term Major Medical Individual Health Care
Long Term Care Insurance Group Health Insurance

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6102 Ayers Street, Suite 105
PO Box 71832
Corpus Christi, TX 78467-1832
Ph. 361-299-7373, Fax 361-299-7346
Toll Free 866-599-6990
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