I was introduced to Warren by a mutual friend about 5 years ago. It has been a very fulfilling journey with Warren as he patiently guided me in taking a holistic approach to my health, retirement and estate planning. During this time, Warren really took the time to listen to my concerns and understood my needs; along the way provided valuable insights and pointed out gaps that I might have missed. I really appreciate the level of thorough thinking he puts into every proposal to make sure they meet my needs. I also especially like his well thought out approach in executing holistic planning for his clients, going beyond insurance coverage, and into wealth, retirement and estate/trust planning. Well done Warren on your transformation from being an insurance rep to a trusted financial adviser. Throughout my interaction with Warren, he is always transparent and puts my interests first. He takes time to listen and understand my needs, which are clearly reflected in the proposals. Warren is also very committed and went the extra mile to help me when I needed him. But what I appreciate most about working with Warren is he holds me accountable to making my decisions, but he is never pushy. Keep up the great work Warren!

I know Warren for 20+ years now and he has helped me with my insurance, wealth and most recently, estate planning matters. Warren constantly upgrades himself which empowers him the knowledge that he uses to spread and share with his clients, for them to achieve financial independence and peace of mind. My family and I have benefited a great deal from his generosity, professionalism and genuine care to help us in an area we do not pay enough attention on. Warren goes the extra mile to see through end-to-end services which is very assuring. I highly recommend him to anyone who wishes to achieve financial freedom and live his/her life to the fullest!

Warren has been a wonderful friend and trusted financial service advisor for more than 20 years. I relied on him to receive expert advice on insurance, financial, retirement and estate planning. He is objective, prompt, serve with integrity. Most importantly, he provides sound advice (those that he practiced himself) to help me navigate seasons of life. Highly recommended!

I was introduced to Warren by a mutual friend about 5 years ago. It has been a very fulfilling journey with Warren as he patiently guided me in taking a holistic approach to my health, retirement and estate planning. During this time, Warren really took the time to listen to my concerns and understood my needs; along the way provided valuable insights and pointed out gaps that I might have missed. I really appreciate the level of thorough thinking he puts into every proposal to make sure they meet my needs. I also especially like his well thought out approach in executing holistic planning for his clients, going beyond insurance coverage, and into wealth, retirement and estate/trust planning. Well done Warren on your transformation from being an insurance rep to a trusted financial adviser. Throughout my interaction with Warren, he is always transparent and puts my interests first. He takes time to listen and understand my needs, which are clearly reflected in the proposals. Warren is also very committed and went the extra mile to help me when I needed him. But what I appreciate most about working with Warren is he holds me accountable to making my decisions, but he is never pushy. Keep up the great work Warren!

I know Warren for 20+ years now and he has helped me with my insurance, wealth and most recently, estate planning matters. Warren constantly upgrades himself which empowers him the knowledge that he uses to spread and share with his clients, for them to achieve financial independence and peace of mind. My family and I have benefited a great deal from his generosity, professionalism and genuine care to help us in an area we do not pay enough attention on. Warren goes the extra mile to see through end-to-end services which is very assuring. I highly recommend him to anyone who wishes to achieve financial freedom and live his/her life to the fullest!

Warren has been a wonderful friend and trusted financial service advisor for more than 20 years. I relied on him to receive expert advice on insurance, financial, retirement and estate planning. He is objective, prompt, serve with integrity. Most importantly, he provides sound advice (those that he practiced himself) to help me navigate seasons of life. Highly recommended!

I was introduced to Warren by a mutual friend about 5 years ago. It has been a very fulfilling journey with Warren as he patiently guided me in taking a holistic approach to my health, retirement and estate planning. During this time, Warren really took the time to listen to my concerns and understood my needs; along the way provided valuable insights and pointed out gaps that I might have missed. I really appreciate the level of thorough thinking he puts into every proposal to make sure they meet my needs. I also especially like his well thought out approach in executing holistic planning for his clients, going beyond insurance coverage, and into wealth, retirement and estate/trust planning. Well done Warren on your transformation from being an insurance rep to a trusted financial adviser. Throughout my interaction with Warren, he is always transparent and puts my interests first. He takes time to listen and understand my needs, which are clearly reflected in the proposals. Warren is also very committed and went the extra mile to help me when I needed him. But what I appreciate most about working with Warren is he holds me accountable to making my decisions, but he is never pushy. Keep up the great work Warren!

I know Warren for 20+ years now and he has helped me with my insurance, wealth and most recently, estate planning matters. Warren constantly upgrades himself which empowers him the knowledge that he uses to spread and share with his clients, for them to achieve financial independence and peace of mind. My family and I have benefited a great deal from his generosity, professionalism and genuine care to help us in an area we do not pay enough attention on. Warren goes the extra mile to see through end-to-end services which is very assuring. I highly recommend him to anyone who wishes to achieve financial freedom and live his/her life to the fullest!

Warren has been a wonderful friend and trusted financial service advisor for more than 20 years. I relied on him to receive expert advice on insurance, financial, retirement and estate planning. He is objective, prompt, serve with integrity. Most importantly, he provides sound advice (those that he practiced himself) to help me navigate seasons of life. Highly recommended!