We believe you should have control of your own money and financial future, instead of having to blindly trust some “Expert” who may not have your best interest in mind. 

We specialize in designing, selling, and servicing high cash value Participating Whole Life Insurance policies, Convertible Term Insurance, Fixed Annuities, and Disability Insurance in all 50 states.

“As a family-owned business, we love working together developing 100% personalized plans for each of our clients. Working together as a team allows us to do so much more than we could otherwise.”

We provide lots of educational blogs, podcasts, videos, a monthly newsletter, articles, seminars, and solutions that maximize wealth for families, individuals, professionals, and businesses.

We also provide independent life insurance analysis and reviews for existing policies.

If you would like a professional analysis of your life insurance policy and its performance, request a complimentary independent life insurance review here.

If you would like to have a strategy session request your meeting here.

OUR TEAM

Dr. Tom McFie

Wealth Mentor / Life Agent

Michele McFie

Wealth Mentor / Life Agent

John McFie

Wealth Mentor/The Numbers Guy

Ben McFie

Wealth Mentor / Life Agent

Gracine McFie

Wealth Mentor/Service Concierge

Jesse McFie

Wealth Mentor/Life Agent

Anna McFie

Wealth Mentor/Service Concierge

Tamara Schreven

Wealth Mentor/Life Agent

Dr. Terryl Wolfswinkel

Wealth Mentor/Life-Agent/Chiropractor

Ricky McCrite

Wealth Mentor/Life Agent

Mark Dealy

Wealth Mentor/Life Agent

Layla Vanderslice

Wealth Mentor/Life Agent

Dr. Hugh Cradduck

Wealth Mentor/Life Agent

Tom Balmer

Wealth Mentor/Life Agent

Stuart and Xaviera Latta

Wealth Mentor/Life Agents

Ken Scofield

Wealth Mentor/Life Agent

Dr. John Schellenberg

Wealth Mentor/Life Agent