
My name is Tyler Ortiz, and I am a seasoned Financial Consultant dedicated to helping individuals, families, and businesses achieve financial security and long-term peace of mind. Over the years, I’ve had the privilege of designing comprehensive financial plans tailored to meet the needs of a diverse range of clients. I began my career specializing in creating solutions for union trade workers, addressing their unique challenges and goals. Today, I proudly serve clients across all walks of life, offering expertise in: Final Expense Insurance Mortgage Protection Retirement Planning Health Insurance Disability and Income Protection With a deep understanding of these essential areas, I have built a reputation for providing thoughtful, strategic guidance. My mission is to help clients make informed decisions that protect their loved ones, secure their assets, and prepare for the future. In addition to serving my clients, I have devoted much of my career to empowering others in the financial services industry. I’ve trained, recruited, and developed over 1,000 financial professionals, fostering their growth and helping them succeed in a competitive field. Leading agencies and mentoring aspiring professionals has been a deeply fulfilling part of my journey. Operating across all 50 states, I provide personalized consultations in person, virtually, or over the phone to ensure accessibility for every client. My philosophy, People Over Profit, drives every interaction and decision I make. I believe in prioritizing the individual needs of my clients above all else, solving complex financial challenges with innovative, customized solutions. When you work with me, you can trust that I will take the time to understand your goals, address your concerns, and craft a plan that supports your vision for the future. Let’s start building a financial strategy that provides the stability and protection you deserve.
My name is Tyler Ortiz, and I am a seasoned Financial Consultant dedicated to helping individuals, families, and businesses achieve financial security and long-term peace of mind. Over the years, I’ve had the privilege of designing comprehensive financial plans tailored to meet the needs of a diverse range of clients. I began my career specializing in creating solutions for union trade workers, addressing their unique challenges and goals. Today, I proudly serve clients across all walks of life, offering expertise in: Final Expense Insurance Mortgage Protection Retirement Planning Health Insurance Disability and Income Protection With a deep understanding of these essential areas, I have built a reputation for providing thoughtful, strategic guidance. My mission is to help clients make informed decisions that protect their loved ones, secure their assets, and prepare for the future. In addition to serving my clients, I have devoted much of my career to empowering others in the financial services industry. I’ve trained, recruited, and developed over 1,000 financial professionals, fostering their growth and helping them succeed in a competitive field. Leading agencies and mentoring aspiring professionals has been a deeply fulfilling part of my journey. Operating across all 50 states, I provide personalized consultations in person, virtually, or over the phone to ensure accessibility for every client. My philosophy, People Over Profit, drives every interaction and decision I make. I believe in prioritizing the individual needs of my clients above all else, solving complex financial challenges with innovative, customized solutions. When you work with me, you can trust that I will take the time to understand your goals, address your concerns, and craft a plan that supports your vision for the future. Let’s start building a financial strategy that provides the stability and protection you deserve.

This is a type of permanent policy that allows the insured to accumulate cash value in addition to their death benefit. It can be setup to help supplement your retirement plan.

This is a safe way to participate in the market's gains while avoiding potential loses and keeping your retirement secure.

Final Expense insurance will cover you for life. Prices are locked and will never increase nor will your policy end. These types of policies are designed to make sure all funeral and other end of life expenses are covered.

Mortgage protection insurance is a way to protect one of your most valuable assets in the event of a death. Most terms are designed to give you a full return of premium if you outlive the policy. In the event of a death, the mortgage will be paid in full, so your family can keep the house.
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