Symmetry Financial Group
Protecting Your Future, Empowering Your Peace of Mind.
Welcome To Your Protector
I help you protect the people and home you love, using simple, affordable plans for life insurance, mortgage protection, and retirement income. Start with a friendly, no-pressure virtual conversation today.
Insurance Solutions Designed For You
Tailored Solutions To Protect Your Family & Future
Every family’s financial journey is unique, which is why I handcraft solutions specific to your needs. From securing your home to guaranteeing your retirement, I am here to help you safeguard every step of your future.
Free Discovery Call
No pressure, no obligation.
We start with a friendly virtual visit where I listen to your family’s goals, review your budget, and discuss your current coverage.
Policy & Risk Analysis
Uncovering hidden gaps.
I review your existing plans, highlight hidden blind spots or tax risks (like work group insurance limitations), and explain your options in plain language.
Custom Plan Design
Handpicked top-rated carriers.
I shop top-tier insurance carriers to craft a custom strategy that maximizes your coverage while fitting comfortably within your household budget.
Seamless Application & Lifelong Support
I handle the heavy lifting.
You choose the coverage that feels right, and I manage all the paperwork, carrier follow-ups, and ongoing annual checkups for life.
Why I Do What I Do
When I was 13 years old, my father passed away. He lost his work benefits prior to passing, leaving my mother with a $10,000 burial bill and two jobs just to keep food on our table.
With over 30 years of combined real estate and insurance experience licensed across California, Texas, and Utah, I built my practice to ensure no family I work with ever has to endure that kind of stress. I ask the deeper questions so we can craft a financial back-up plan before Murphy's law comes knocking.
Decades Of Insight
Real estate since 1986 and life insurance since 2007, guided by lived experience.
Independent Broker
I shop multiple carriers, matching your health, mortgage, and budget to practical coverage.
Deeper Questions
I ask about income, debts, dreams, and risks, then build protection around real life.