No longer reserved for the ultra-wealthy, this strategy can be used to supercharge your retirement!

As an experienced entrepreneur with over 30 years of experience, I have gained valuable knowledge and skills that allow me to help other business owners succeed. My expertise comes from owning and operating various businesses in the construction and insurance industries as a manufacturer, distributor, contractor, and agency owner for the past 30 years. Over the past three years, I have shifted my focus to help small business owners overcome the expensive challenges of operating a business in California. I understand the challenges of the business climate, and I use my skills as a business networker, entrepreneur, and business advisor to help small businesses succeed. I enhance the efforts of mortgage lenders and real estate professionals by empowering individuals to become financially stronger homebuyers. A key feature of my strategy is guiding homebuyers on effectively reducing their debt-to-income ratio within their current financial budget while safeguarding their down payment funds. I collaborate closely with CPAs and bookkeepers, providing training to individuals and business owners to comprehend their financial starting point by using a Financial Impact Analysis (FIA) report. With the FIA report I can demonstrate how life insurance can establish a robust financial base, facilitate debt elimination, and offer family protection. I educate business owners on identifying operational, insurance, employee benefits, tax credits, human resources, and succession planning challenges. My goal is to illustrate how addressing these challenges can lead to cost savings, which can then be channeled towards retirement planning and implementing a succession strategy to safeguard the business owner's future. My success is gauged by the increased efficiency of my mortgage lender and realtor partners in closing transactions with financially secure buyers. Additionally, my CPA and bookkeeper partners can showcase tangible debt reduction and wealth generation for their clients. I take pride in witnessing business owners implement my strategies, resulting in cost savings, reduced stress, and enhanced wealth accumulation. I invite you to begin a conversation with me because your wealth is waiting for you.

John Ortiz
714-936-4700
john@insureyoursuccess.com