What do we DO?
Insurance
We own and Operate a Farmers Insurance Agency. Our agency aims to provide a holistic financial plan for our client base. Our Agency provides P&C insurance, life insurance, and financial planning.
Real estate Investors
There is no better way to make our communities better than to reinvest in the communities that we serve.
Aging Wisely Podcast
Tune in to our Podcast where we talk to other professionals about financial and retirement planning and how to navigate our current economic status to move from scarcity to financial security because if you know more you can do more!
Our Team
CEO & Co-Founder
Curtis Smith is a Chicago native with years of experience as a Financial Advisor and Entrepreneur.
Co-Founder
Zoil is an immigrant from Mexico raised in the suburbs of Chicago. With experience in entrepreneurship. Inspired by the words of late artist Vicente Fernandez - "No hay que llegar primero solo hay que saber llegar" - You don't need to make it first, you just have to make it.