Who are we and what are we all about?
Quick introduction:
I have a unique gift and ability to identify patterns, behaviors, chinks in armor, inefficiencies and loopholes in people and systems.
Once I got past the lucrative part of the business I saw an opportunity to genuinely serve a noble and impactful cause - to provide families "Confident Peace of Mind" and deliver checks to widows & children during their hardest times.
It was a calling that I prayed about and received a confirmation for (many times!)
Only, in my experience, one of the biggest problems that I see is that a large amount of people express interest in having peace of mind after their birth certificate expires, but are hesitant to pull the trigger.
Most weak agents will say that YOU are the problem (and although that may have some truth to it due to mindsets, ego & close-mindedness), in reality, it's the fault of the agents and their leadership.
My crusade is to improve the up front awareness to get people making conscious decisions regarding their future, after they fully understand the consequences of having or not having proper coverage.
We're uniquely different than the "competition" in the sense that we practice "properly prepping the house before we paint it", rather than fixing mistakes as they go along, because mistakes are costly...especially when it involves your family's protection, right or wrong?
We do what the competition doesn't do, go where the competition doesn't go, ask what they don't ask and say what they don't say, because it's that's important!
We deepen the connection and conversation to earn the right to help you make wise decisions.
Meet your partner
Steve takes the utmost pride in being able to broker coverage for families, regardless of their age and health. With literally thousands of hours spent mastering his craft and over 7 years of knowledge, wisdom and experience across the kitchen table, you can trust that he will ask the right questions for YOUR situation and make a recommendation with full faith and confidence.
As a husband of over 19 years and 4 children, he understands the importance of a solid foundation of protection that not only makes sense, but FINANCIAL sense.
"Why does Rise Up Financial deserve my time & attention?"
That's a fair & reasonable question and we're glad you asked it!
- Why? Because we're just like you! We also have families, incomes, homes, responsibilities, goals and dreams that need protection! I'm sure you wouldn't trust a dentist who had stained & decayed teeth, would you? But if one had pearly whites then you'd probably follow his advice on proper care?
- In this case, we're consumers of the best plans available (and just so happen to get paid for referring everyone we possibly can), because we believe it's also the most important product any human can own, due to the power of what it does for the consumer.
- It doesn't make sense to waste each other's time, because you already know you need it, you're just not sure if you want it, can afford it, can qualify for it or how it works.
- So, we keep the process simple, quick & efficient. We do all of the leg work for you and shop over 30 different A-Rated carriers once we figure out your needs and eligibility. If any unforeseeable problems happen we will always go to bat for you, so you can stay focused on life.
We're problem solvers - not salespeople
Besides the hundreds of success stories of finding coverage for people who had tried, unsuccessfully to get coverage with other agents and carriers...you'll just have to take our word that we are absolutely relentless when it comes to getting you the very best coverage available to YOU;
- That's right, we don't throw just ANY type of coverage at you because it's a "rule of thumb", we actually assess your personal needs and identify any potential problems, then provide a sensible solution (just like your doctor)!
In spending just 20 minutes with our agents, you'll come to realize just how much we care about you, AND we're confident that you'll be impressed with our vast knowledge of the industry & products that you'll be relying on to protect yourself & loved ones.