The Herōs Group helps entrepreneurs and families reduce unnecessary taxes, protect their income, and design tax smart retirement strategies. We also mentor professionals who want to build part time and full time careers in financial services.

The Herōs Group is a financial strategy firm that focuses on two things:
First, we help business owners, professionals, and families design tax efficient retirement and protection strategies. This includes life insurance, indexed strategies, and business focused plans that can reduce current taxes and create future income.
Second, we develop financial professionals. Through hands on mentorship and a proven system, we help people build part time and full time careers in financial services so they can create income and impact on their own terms.








Life's scenarios can vary from person to person, and from family to family. Our suite of insurance services can offer support to you and your family when faced with life’s most difficult challenges.
Term Life Insurance
Permanent Life Insurance
Cash Value Life Insurance
Life Insurance with Living Benefits
Indexed Universal Life Insurance
Whole Life Insurance
Variable Universal Life Insurance
Final Expense Insurance
Long-Term Care Insurance
Disability Insurance
Business Overhead Insurance

Whether you are just getting serious about retirement or fine tuning an existing plan, we help you create a clear income strategy. That can include traditional accounts, guaranteed income tools, and indexed strategies that are designed to protect principal while still giving you growth potential. Our focus is to turn your assets into predictable income, coordinated with Social Security, pensions, and business exit plans.
Solo 401K, Roth 401K & Company 401K Packages
Traditional IRA, Roth IRA, SIMPLE IRA, SEP-IRA
Fixed Annuities, Indexed Annuities, Variable Annuities, Registered Index-Linked Annuities
Non-Traditional Retirement Assets

As a business owner, you work hard for every dollar. Our job is to help you keep more of it. We work with your tax and legal professionals to design strategies such as cash balance plans, executive bonus plans, defined benefit and defined contribution plans, and properly structured life insurance. The goal is simple: reduce unnecessary taxes today and build reliable retirement income for tomorrow.
Tax reduction and cash flow strategies
Cash balance and defined benefit plan design
Executive bonus and key person planning
Buy sell, succession, and exit planning concepts
Indexed strategies for long term retirement income

We help you keep more of what you’ve earned. Working with your tax and legal professionals, we’ll develop a strategy to help preserve your legacy and avoid costly probate. We'll also help you minimize estate taxes and build generational wealth.
Wills
Revocable Living Trusts
Power of Attorney
Medical Directive
Title & Deed Recording
Assignment of Business Interests To Trust


Leadership and mentorship to help you build part time and full time income in financial services.
Get licensed and build confidence with real clients
Start part time and grow into a full time income path
Learn strategies that help families and business owners in the real world
Plug into systems, tools, and a community that wants you to win
The Herōs Group is a financial services organization that helps families, professionals, and business owners with financial education, life insurance solutions, and retirement strategies.
We work with families, working professionals, and business owners who want to protect their income, plan for retirement, and build long-term financial security.
We specialize in tax efficient protection and retirement strategies for business owners, professionals, and families, along with mentorship for people who want to build a career in financial services. That includes strategies such as cash balance plans, executive bonus plans, indexed retirement strategies, and properly structured life insurance for both personal and business use.
We provide education and guidance around life insurance, income protection, retirement strategies, and other financial solutions offered through a broad portfolio of top-rated providers.
No. While we are based in Los Angeles, CA, we work with clients in multiple states through virtual meetings, making it easy to connect from anywhere.
You can get started by requesting an introductory conversation where we learn about your goals, explain how we work, and outline which areas of your financial life may need the most attention.
Phone: (818) 572-3769
Office:
4605 Lankershim Blvd. #510
North Hollywood, CA 91605
Email: [email protected]
