Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Dagean Larsen is a retirement insurance professional focused on helping each of his clients retire with dignity and live out their dreams in retirement through well thought out strategies for their retirement income.
In 2006 he married his wife, Sharah and they live in Longwood, Florida with their two sons, Elijah and Deagan. Dagean began his career in 2009 after the death of his father, although being the second youngest of seven children he was named trustee of all his father’s account. At the time, his mother was 62 years and had no source of income besides Social Security. She was, however, to receive a life insurance check that needed to be turned into stream of income for the rest of her life. Dagean spent an entire month meeting with many financial advisors and after much planning was able to accomplish his objective and secure a comfortable income for his widowed mother. He has turned his personal experience with his mother into his career and continues to take a personal interest in each individual to give them confidence and pursue their dreams.
Kevin is a retirement insurance professional with years of experience in the world of finance. Kevin has built his business through dedication, practicality, loyalty, & trust. With his client’s goals in mind, he brings their retirement into focus. He does this by empowering his clients with knowledge that will enable them to make informed decisions for their future. He also helps his clients by designing and implementing strategies using their benefits, savings, and pension programs available to them. With the rising cost of living, and tomorrow’s uncertainties, Kevin helps his clients with strategies to address these gaps!
Devon has lived in the Central Florida area since 1980 and currently lives in the small town of Maitland. He enjoys travel, theater, tennis, and spending time with his large family. But one of his true passions has always been helping people.
Devon began his career in the pharmacy field working as an IV technician with Osceola Regional Medical Center. He took this desire to help and care for others with him as he later transitioned becoming a retirement insurance professional. Working with Orange County school employees he has held dozens of school-wide seminars, helping hundreds of faculty and staff with their benefits. He is committed to helping others bring their future into focus by making sure their needs will be addressed so they can pursue a comfortable and confident retirement.
Having spent most of my working career in the distribution industry, I know what it means to start at the bottom, work hard, meet desired expectations and provide a level of service that surpasses my peers. Given my experience assisting companies grow relationships, expand brand portfolios and increase sales volume through reinvestment strategies I look forward to translating this to the average household of hard working Grandparents, Moms and Dads…just like me. Being a Husband for over 21 years and raising 3 children…I understand the importance of strategizing every dollar. My clients will always hear me say, “Remember….. I work for you”.
A well respected older Gentleman once told me, “You will always make the best decision when you have money in your pocket”.-PD
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.