Faith-based retirement planning that puts God, Country, and Family first. Honest guidance from an independent advisor who shares your values.
Independent Investment Advisor · Licensed Financial Professional
Carlos Cortez Jr. helps clients build, protect, and distribute their wealth in a risk-conscious and tax-efficient manner. As seen on the Stew Peters Network and host of the Scriptures and Wall Street podcast, Carlos believes your investments should align with your values — God, Country, and Family.
Specializing in: Fixed Indexed Annuities · 401k Rollovers · Asset Management · America First Retirement Planning
Your investments should reflect your values. We help you put your money toward companies and products you believe in — American companies with ethical practices.
We plan for the dips, the deductions, and the distributions that matter long-term. Your retirement deserves protection, not just growth promises.
We believe in a high-communication approach. You deserve to know what's happening with your money in real-time — not just performance reports after the fact.
See how much guaranteed monthly income your savings could generate. Takes less than a minute.
Based on $0 starting at age 0
These are estimates for illustrative purposes only. Actual rates vary by carrier and individual circumstances.
Get a free, no-obligation consultation. Carlos Cortez Jr. will personally review your situation.