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    9431 Haven Ave #232,
    Rancho Cucamonga, CA 91730

    (800) 515-1691

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      Contact Information:

      9431 Haven Ave #232,
      Rancho Cucamonga, CA 91730

      Phone: (800) 515-1691

      Contact Us





        Discover strategies for maximizing your Social Security benefit.

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            Discover how to reduce the potential challenges of the investment landscape in retirement.

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              Discover strategies for mitigating 6 potential risks to retirement income.

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                Discover strategies for maximizing your Social Security benefit.

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                        Rita Nelson

                        Office Manager

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                        Michelle Quickley

                        Financial Insurance Advisor

                        With almost two decades of experience as a Financial Insurance Advisor, Michelle has cultivated a reputation for her commitment to client education and advocacy within the insurance industry. She approaches each client interaction with a familial touch, ensuring clarity and understanding in navigating the diverse landscape of financial insurance products and strategies.

                        Michelle’s dedication extends beyond individual relationships; she actively contributes to our organization’s mission of providing reliable guidance and education to both clients and the broader community. Hailing from Southern California, Michelle’s affinity for the outdoors and global exploration complements her passion for client service and community engagement, making her an invaluable asset to our team.

                        Rod Jones

                        Founder and Managing Partner

                        With almost two decades of experience in the financial Services industry. Rod has made in a point to increase knowledge in order to better service his clients with the education they deserve. Although every family and business need may differ, Rod focuses on providing valuable insight through education in order to help clients make decisions based on their personal needs. Rod’s dedication to this industry derived from a personal experience in 1992 when his mother suffered a stroke which caused a financial ruin.

                        Because of this personal experience it has become Rod’s passion to educate families and business owners by offering a more holistic approach to their planning needs. Rod specializes in building your trust as a client first, followed by providing the right solutions to your planning needs. Rod has extensive knowledge in Tax Diversification Strategies, Various life insurance offerings, Autunites, Roth Conversions, Individual and Group Disability, Individual and Group Health Care, Small to Large Employee Plan Benefits, Retirement Planning, Estate Planning, Keyman Insurance, Buy Sell Agreements, 401k, 457, 403B Rollovers, Company Pensions, and Debt Elimination (Giving Your Money Two Jobs!)

                        Michael Wall

                        Managing Partner

                        My goal in life is to always look for an opportunity to give a person a hand up and a way to add some level of growth and positivity to their life using the knowledge and tools at my disposal.

                        Born and raised in New Jersey, later migrated to Sacramento, CA via the United States Air Force. In the Air Force I began my journey into helping people as a Medical Service Specialist (Medic).

                        Once my tour was completed, I decided to continue in the medical profession and decided to become a Nurse. I enjoyed a long career(36yrs) at UCDMC with a specialty in Pediatric Nursing and the last 20 years in Pediatric ICU.

                        During that time, I decided to feed my entrepreneurial spirit and explored a few business ventures but settled on a couple, Real Estate and Financial Services. In the Real Estate industry, I worked in the residential arena and transitioned to the commercial arena assisting business owners and investors. Adding Financial Services to my repertoire and partnering with Blue Horizon Financial and Insurance Services, I saw how I can be of greater service to my clients.

                        Discover the little-known strategy for realizing tax-free income in retirement.

                        To receive a complimentary copy of Tax-Free Retirement, complete the form below.








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