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Call or Email Joseph DeSimone FICF/LUTCF with your

Important Financial Questions Today at 520 600 7307


Our home office is located  in Marana, Arizona.  Joseph DeSimone, President, works individually with clients/fraternal members over the last 32 years.  Call us so we can help you achieve the goals you really wanted, but somehow did not know how to ask. See for yourself the value and difference working with fraternal benefit societies that have existed well over a hundred years. 

Our clients /fraternal members have come to us over the years not satisfied with the financial "conventional wisdom of the day.  They have come to us wanting a very personalized approach to their problems guaranteed by timeless products that generations have counted on for decades. 

Please contact us about eligibility for our fraternal scholarship program for your child or grandchild.

Additionally, we offer the Coverdell Education Savings Account to assist students with tax free funds for their higher education expenses.


 Our Leading Strategies Include:

Your Family Bank Strategy optimized by Life Insurance


Navigate the Inevitable "Tax Trap" on your IRA/401K

Reduce Market Risk and Volatility with our Equity Indexed Annuity Dynamic Balancing Strategy  


Diversifying your Retirement Strategy with Real Assets on a Leading Self Directed IRA Platform






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Email us to see why we are mission driven.  We are committed to the high educational standards found within the fraternal insurance system by having attained the FIC/FICF designations.


Our mission has been guarded by St. Michael the Archangel in our efforts to provide fraternal

benefits to protect our members from danger and uncertainty.


St. Michael the Archangel is the General of God's Angelic Armies and the patron saint of policeman, fireman, and soldiers.

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