Financial Consultants in San Marcos

“Michael and Edward were very knowledgeable and explained everything well, so I could understand. They helped me get life insurance and get my will in order. I will definitely recommend them to my family and friends. Thank you.“

“If I was able to give 10 stars I would. I cannot say enough wonderful things about Thaddeus Watkins! This man has gone above and beyond in helping secure my moms future! After her dementia diagnosis my sister and I were lost at how to protect her from so many who had defrauded and taken advantage of her. Thaddeus sussed out scams, put in added layers of protect and organized her savings to keep her protected for the rest of her life. To say we would be lost without him would be an understatement. He is a man of the highest moral character and integrity. I am able to rest at night because I know Thaddeus is looking out for my mom's financial future.“