Services

We understand the complexities of planning for your financial goals. Take advantage of the potential for market-linked returns and the security of life insurance protection.

We Have a full service financial team

Indexed Universal Life
Tax Free Retirement/Private Reserve
ERC Tax Credit for Businesses
Tax Consultation & Loans
Real Estate & Mortgages

Strategy. Planning. Execution.

Our goal is to be a trusted partner, helping our clients navigate the complex landscape of retirement planning and insurance. We strive to make our services accessible to everyone, regardless of their financial background or current situation.

IUL

Indexed Universal Life

Learn about the power of an IUL as a 4 in 1 investment vehicle.

Private Reserve Strategy

We will show exactly how the strategy works and why it is so powerful. We will also share with you examples of how the strategy has more than quadrupled our clients wealth in retirement while legally saving them hundreds of thousands of dollars in taxes.

ERC (employee retention credit)

If your had 1 or more employees in 2020 or 2021 there are tens of thousands of dollars waiting for you to access with the help of our expert team. See how easy it is to get qualified.

Tax Consultation

Personal and Business Taxes-IRS Lien Removal- IRS Bank Levy- IRS Offer In Compromise-International Taxes Business Formation and Consultation- And So Much More

Real Estate

Hi, my name is Giselle Lampe and I am a local Realtor® in the Napa Valley. I am fortunate to work alongside two amazing agents, Jamie Hurley and my husband Jerry Lampe. Our team model is very unique in that we don’t each focus on our individual clients but we work collectively as a team for the same clients. Our goal is to provide exceptional service and advice, that is invaluable!