Who we are
At the heart of our work is a simple mission: to empower families and individuals to build financial independence, protect what matters, and create lasting legacies — all with tools they often never knew existed.
As independent life insurance brokers, we are not tied to one company. That means we work for you — not the carrier. We search the market for the best solutions tailored to your goals, whether you’re protecting your mortgage, building wealth with an IUL, planning for college, or creating your own private banking system.
About Juan Souza
Juan is more than just a licensed Life Planing Medical underwriter professional — he’s a strategist, a creative thinker, and above all, someone who truly listens. With a background that spans business, the arts, and financial consulting, Juan brings a unique, real-world approach to insurance planning.
He believes that financial peace of mind isn’t just for the wealthy — it’s for anyone willing to learn and take action. Fluent in English, Portuguese, and Spanish, Juan works with diverse communities across Florida, Texas, and Ohio.
“My goal is to help people break cycles of financial struggle and feel confident about their future. We don’t sell products — we build solutions.”
— Juan Souza
Let us help you protect your life, grow your assets, and unlock the freedom you deserve.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!