Tax-Advantage Accumulation
Roth IRAs, Roth conversions, and cash-value life strategies.
Customized Wealth Solutions for You and Your Family.
Thoughtful, independent strategies for wealth creation, protection, and transfer — built around your goals, your family, and your business.
12+ carriers compared No-cost strategy Oregon & Zoom
About
A trusted partner in your financial life.
I retired around 70 and found it to be boring. Very boring. So I looked around and ended up selling insurance for Bankers Life. They focus on retirement planning and as I knew something about retirement it was a good fit.
After four years with Bankers I was thinking that something similar, but with the option to work remotely, would be a good move. And it was. I am now associated with GFI, Global Financial Impact. Not only can I work remotely, I represent over 20 major carriers and can easily investigate and sort out the very best options for my clients.
My goal is to help them structure their finances such that they run out of life before they run out of money. It’s a worthy goal.
Licensed Professional
No-Cost Strategy
12+ Carriers Compared
Services
Solutions tailored to every stage of life.
From your first dollar saved to your legacy plan — independent guidance across nine focus areas.
Principal Protection Programs
Growth participation with protection from market loss.
Instant Term Life
Up to $2M, no medical exam, in about 5 minutes via Ethos.
Get your rateChildren's Funds
Million Dollar Baby — flexible, tax-free accumulation.
Infinite Banking Strategies
Become your own source of financing using policy cash value.
Critical, Chronic & Long-Term Care
Living benefits that protect income when you need it most.
Trust, Wills & Legacy Planning
Pass on what you've built with clarity and intention.
Business Owner Plans
Key-person, buy-sell, and executive benefit solutions.
401k / IRA / Retirement Rollovers
Guaranteed lifetime income strategies for retirement.
How it works
A simple, no-pressure process.
- 01
Complimentary intro meeting
Zoom or in-person — we get to know your goals.
- 02
Customized strategy
We compare 12+ companies and design a plan, at no cost.
- 03
Proposal presentation
We walk through the recommendation in plain language.
- 04
Annual reviews
Your plan evolves as your life and the market change.
Testimonials
What clients say.
Robert took the time to understand our family goals and designed a strategy that actually makes sense. No pressure, just honest guidance.
James & Linda M.
Happy Valley, OR
I was overwhelmed by all the retirement options out there. Robert compared carriers, explained everything in plain English, and saved us thousands.
Patricia H.
Remote client, via Zoom
We needed a plan that protected our kids' future. Robert built a solution we feel confident about, and we review it every year together.
The Chen Family
Portland, OR
As a small business owner, I didn't know where to start with key-person coverage. Robert made the process simple and stress-free.
Marcus T.
Bend, OR
FAQ