Empowering Your Financial Future

Navigating Your Path to Financial Success

we specialize in delivering tailored financial solutions designed to fit your unique needs.

We Don’t Charge any consultation fee

Our Services

What We Do

Investing Services

Our investing services are designed to empower YOU with the knowledge, tools, and personal guidance necessary to create a successful financial plan.
Whether you’re a seasoned investor or just starting out, we’re here to support you every step of the way.

Financial Plan

Unlike many Financial Services firms, we do not charge a fee to meet with you and discuss your particular financial concerns. This can give you incredible peace of mind and comfort in knowing you have a solid plan for your future. It’s our job to create a compelling plan that you feel benefits you and your family’s goals.

Life Insurance

Indexed Life Insurance
Retirement Funds that grow tax-free & can be withdrawn tax-free
Final Expense Insurance
Using Life Insurance to grow & withdraw retirement funds in a tax-free way
Individual & Business Term Insurance Services
Term & Whole Life Insurance Coverage

Investment Services & Wealth Building box

Fixed/Indexed Annuities
Life Settlements
Rollovers of ROTH or Traditional IRAs, 401k’s, 403b’s, etc.

Health Insurance box

Medicare Advantage & Supplemental Plans
Champion Health Plan

OUR PRODUCTS

Now is the time to protect and grow your assets & create a lifetime of security.
Let AMG Financial Services show you how to make it happen.

Equity Indexed Annuities

Grow & Protect Your Money, where you benefit from the Upside of the market but are not affected by the inevitable downside of the market.
Click to see a video describing how this product helps people to Protect & Grow their money in the safest most tax advantaged way possible.

Indexed Universal Life

Allows you to Grow and Protect your money and reduce or even eliminate taxes on it, as it grows. When done properly, you may take withdrawals when needed with no taxes as well.

Click to see a video presentation of this concept.

Rollover Annuities

Grow & Protect your IRA’s, old 401k or 403B Funds, with the upside of the market but none of the downside. Do you have questions? We’ve got answers.

Click to watch the video and see more of the benefits of this type of Annuity.

College Savings Programs

(Tax Free)
This video gives you a brief idea on how to start the right kind of college funding program that will truly benefit you and your child and possibly increase their chances at financial aid and/or scholarship opportunities.
Click the video to see how we can help you!

Retirement Insurance

Allowing you to protect and grow your retirement assets with a minimum guaranteed return in a completely liquid account.

Click the button below to see a video showing how this product can help you achieve the benefits you deserve.

Term, Whole-Life, & other Insurance

We have access to the best prices with some of the most reliable companies in the insurance industry & some with living benefits, including Chronic illness riders & more.

To see a short video illustrating this product, click below.

financial solutions expert in california

About Us

Financial Consultant & CEO

I started my career in the insurance industry with Trans America Life & Annuities in 2005, where I spent a few years learning how to best serve my clients in my community. Then in 2008, I decided it was time to open up my own firm here in the town I love, Camarillo, California.

My goal was to be able to help anyone who needed it, no matter what their financial situation was and no matter how much money they had to invest into their families future. I do not charge for my services at this time because I feel I can earn your business after showing you what I can do to help your family invest in the future. When I earn that business, the companies you choose to suit your goals pay me for bringing you to them.

Over the years I have gained a lot of knowledge on the types of products that are available in the marketplace and which ones are likely to be the best to suit certain peoples specific needs, both short term and long term.

If you give me the chance to, I will find the right type of investment and or savings plan to suit yours and your families needs. Whether you are looking for life insurance protection with tax-free growth, tax- free withdrawals, annuities with guarantees to protect your money and grow it over time or a plan to help you cover college expenses for your kids. We can help you find the plan that’s right for you.

Call Us

The Champ Plan