Lighty Financial

Primerica, founded in 1977, is dedicated to empowering Main Street families by providing essential personal finance education through its HOW MONEY WORKSTM materials. The company advocates for a straightforward approach to financial security, promoting the revolutionary Buy Term and Invest the Difference philosophy in the life insurance and investment sectors. With a commitment to offering only term life insurance products and a variety of financial solutions, Primerica emphasizes the importance of making informed money choices. Independent representatives across the United States and Canada facilitate access to investments, mortgage loans, and insurance, tailored to the needs of consumers within their licensed jurisdictions. Generated from the website

G.W. Sherwold Associates Inc., located in Lake Forest, CA, is an independent financial services firm dedicated to helping individuals and families grow, protect, and pass on their wealth. They prioritize personalized attention and a consultative approach, ensuring that each financial plan is tailored to the client's unique goals and values. Specializing in retirement planning, estate planning, investment management, and charitable giving, the firm uses a structured process to create adaptable strategies grounded in logic rather than speculation. Their commitment to transparency and accessibility allows clients to navigate their financial journeys with confidence and clarity. Generated from the website