About Us

Armando Paz Jr.

For more than 34 years, after leaving an Advertising Design career, Armando has dedicated his professional life to guide families, family business owners, business partners, and corporate management with plans to help protect their businesses, provide employee and executive benefits, create a succession plan, and prepare for any challenges the future may bring.

Armando’s mission is to help people achieve financial success for themselves, their families and their businesses at all stages of their lives. Whether the need is to retain a key employee, provide a benefits package, a business owner’s retirement or estate plan, or assist a family’s funding plans for their children’s college goals, Armando knows the rules, the trials and particulars to provide his clients with strategies based on knowledge and experience.

His love and passion for what he does are only superseded by his “Why.” That Why continually grows and manifests itself from a deep desire to continually seek and help others achieve their lifelong financial dreams and aspirations. Clear evidence of this is seen in Armando’s relationship with his clients: So strong that they cross the realm of business to friendship. His clients – his friends – have come to know, trust, respect and attest to the level of service he provides.

Jackie Paz

As a former seasoned insurance company executive managing a multi-million-dollar Group Health and Benefits’ Insurance portfolio, Jackie brings to our agency clients 25 years of Group Health and Employee Benefits’ experience with a strategic planning approach in mind and implementation skills to assist employers with progressive employee benefits and healthcare reform knowledge.

Today’s employers face many hurdles: A critical one is how to create and provide benefits for their workforce and their families while keeping their bottom line in the black. Jackie’s career-long focus, Her WHY, and passion has evolved through the years in a consultative approach with every employer, focused on careful, strategic planning with them. The outcome? A competitive, flexible, efficiently-tailor-made and designed Employee Benefits’ program that attracts and assists in retaining the very best and brightest talent in their industries. Her bond with her clients transcends the business relationship to friendship. Her clients – now friends of many years– have come to know, trust, respect and attest to the level of service she is synonymous with providing.