Your Premier Full Service Insurance Broker
Financial planning and analysis:
Assessing a client's financial situation, including their income, expenses, assets, and liabilities, to create a comprehensive plan that will help them achieve their financial goals. The plan may include recommendations for investments, retirement planning, tax strategies, and more.
Term Life Insurance
Term life insurance provides coverage for a set period of time. Term policies provide a death benefit to beneficiaries upon the policyholder's death.
What to learn how to not rely on your Job 401k or IRA? Come learn how to take control of your finances so we can create a game plan for you.
Perm Life Insurance
Business Wealth Strategy
Permanent life insurance provides coverage for the remainder of your life. Term policies provide a death benefit to beneficiaries upon the policyholder's death.
Helping business owners create a strategy to build wealth and grow their businesses. This may include financial analysis, identifying growth opportunities, managing cash flow, and more. The goal is to help business owners increase and leverage their profits and achieve long-term success.
Alexa Young, CA
"GREG AT CONTROL YOUR ROUTE, TRULY VALUED EDUCATING MY FAMILY AND TOOK AMPLE TIME TO ANSWER QUESTIONS TO ENSURE MY FAMILY WAS MAKING THE BEST DECISION FOR OUR LEGACY."
At Control Your Route, we understand the importance of financial independence and security for families. We believe that every family should have the opportunity to achieve these goals, and we are committed to providing the education, resources, and tools necessary to make it possible. Our mission is to empower our clients to take control of their financial future and plan for their long-term success.
Our team of professionals is dedicated to helping our clients achieve financial stability and security. We work closely with each client to understand their unique financial situation and goals, and we provide personalized solutions to help them achieve those goals. Our services include life insurance, retirement planning, wealth management, and more, and we are always available to provide guidance and support.
We are passionate about financial education and believe that it is the key to achieving financial success. We provide a wealth of educational resources to our clients, including webinars, workshops, and one-on-one consultations. Our goal is to ensure that our clients have the knowledge and resources they need to make informed financial decisions and take control of their financial future.
In everything we do, we are guided by our core values of integrity, professionalism, and client-centricity. We are committed to building strong, long-term relationships with our clients and providing the highest level of service and support. With Control Your Route, you can trust that you are working with a team of professionals who are dedicated to your financial success.