At Sure Life Plans, we started with a clear purpose: to empower individuals and families by providing financial clarity and peace of mind. In a world where financial planning often felt overwhelming and impersonal, we saw an opportunity to set a new standard. Our mission was simple yet profound—offer tailored, transparent solutions that genuinely meet the unique needs of our clients.
From humble beginnings, our dedication to excellence and client-first philosophy allowed us to grow quickly. Today, Sure Life Plans stands as a trusted partner for services such as:
Life Insurance (with Living Benefits): Ensuring financial security while offering peace of mind for life's uncertainties.
Retirement Planning: Helping clients prepare for a fulfilling and worry-free retirement.
Estate Planning: Safeguarding your legacy for future generations.
Annuity Services: Providing stable and predictable income streams.
College Planning: Guiding families in securing educational futures.
Alternative Investments: Offering diverse opportunities to grow and preserve wealth.
Business Opportunities: Supporting entrepreneurial goals with strategic guidance.
With every client interaction, we continue to build on our legacy of trust, empowerment, and innovation—ensuring financial solutions that meet every stage of life.
Expert Financial Planning Services for a Secure Future
People and culture
At Sure Life Plans, our people are at the heart of everything we do. We believe that financial services are not just about numbers; they’re about trust, relationships, and shared goals. That’s why we’ve built a culture that values authenticity, collaboration, and a commitment to excellence.
Our team is a blend of seasoned financial experts and dynamic thinkers, united by a passion for helping clients achieve their goals. We provide our employees with a nurturing environment that fosters professional growth, encouraging them to stay ahead of the ever-changing financial landscape.
What makes us unique is our belief in giving every voice a platform. We actively listen to both our clients and our team, ensuring that every solution we offer is thoughtful, inclusive, and impactful. Whether it’s brainstorming innovative strategies or walking clients through complex decisions, our team’s shared purpose is to deliver excellence with integrity.
At Sure Life Plans, we are not just a company; we are a community dedicated to empowering lives, fostering trust, and creating a brighter future.
Esther Bryce
background: brings 20 years of versatile experience in estate planning, retirement strategies, and alternative investments. She provides holistic financial solutions tailored to diverse client needs
Lianne Wilson
recent hire, offers a fresh perspective with her background in financial analytics. She is dedicated to providing innovative solutions for clients’ financial journeys
Jaden Smith
background: specializes in personalized life insurance solutions, including living benefits. With 15 years of experience, he helps families secure their financial futures with peace of mind.
Jessica Kim
Recent hire,specializes in college planning, guiding families through education financing and aid options. She is passionate about helping students achieve their academic dream
Mark Bennett
Background: Mark focuses on business opportunities and comprehensive financial planning, offering strategic solutions for entrepreneurs and families alike
James Carter
Background: With expertise in life insurance and annuity services, James takes pride in creating tailored plans that align with his clients' long-term goals.
David Ramirez
Background: Specializing in alternative investments and college planning, David brings a dynamic perspective to managing wealth and securing educational opportunities.
Serah Mitchell
Background: Experienced in retirement planning and estate management, Sarah has a compassionate approach to helping clients secure their financial futures.