Where guided wisdom meets financial clarity to build legacies that transcend generations.
At 12th House Financial Agency, we believe that true wealth extends beyond dollars and cents. It's about creating security, building legacies, and empowering families to thrive across generations.
We specialize in life insurance, wealth strategies, and legacy planning that align with your deepest values. Our approach combines the practical wisdom of financial planning with the long-view perspective of generational thinking.
We're not here to sell you products—we're here to educate, empower, and guide you toward financial decisions that create lasting prosperity for you and those you love.
100+
Families Protected
$1M+
Coverage Secured
100%
Client Satisfaction
The name isn't just mystical—it's meaningful. Here's the deeper wisdom behind our brand.
In astrology, the 12th House represents endings, spirituality, and the unseen forces that shape our legacy. It's the house of karma, wisdom, and what we leave behind for future generations.
The 12th House governs hidden resources and protective forces. Just as life insurance and wealth strategies work quietly in the background, we build systems that protect what matters most—even when you can't see them working.
True wealth transcends money. The 12th House reminds us that financial security is not just about accumulation—it's about peace of mind, freedom, and the ability to live aligned with your values.
Our core principles guide every client relationship and financial strategy we create.
We prioritize your best interests over commissions. Our recommendations are always driven by what serves your family's long-term prosperity.
We believe informed clients make the best decisions. We take time to explain every strategy, answer every question, and empower you with knowledge.
No two families are alike. We craft custom strategies tailored to your unique goals, values, and financial circumstances.
We don't just plan for retirement—we plan for legacy. Our strategies create wealth that serves your children, grandchildren, and beyond.
Clear communication, honest advice, and complete transparency in every interaction. No hidden fees, no surprises, no pressure.
We blend practical financial expertise with deeper wisdom about values, purpose, and what it means to build a life of true abundance.
Let's create a wealth strategy that honors your values, protects your family, and transcends generations.