Who We Are
We're a professional partnership built by veterans, for veterans, offering legal, insurance, financial, and tax "self-aid buddy care" to get you and your family squared away!
What We Offer
Legal assurance, insurance protection, financial solutions, and tax strategies, empowering you to make informed decisions.
Legal Assurance
Sometimes, what seems logical may not be legal. Through technology and our provider law firm network, legal access is now simple, easy, and affordable.
Insurance Protection
Compare and save on life insurance. Our online insurance marketplace combines cutting-edge technology with the expertise of real licensed agents to help people get the coverage they need to protect their family, property, and finances with confidence. Compare personalized quotes and policies from top-rated insurers side by side.
Financial Solutions
Annuities are one of the few financial products that can offer guaranteed income for life. This can be especially valuable in retirement, as it provides a steady stream of income that can't be outlived. Learn more...
Tax Strategies
Tired of overpaying in taxes? Unlock the secrets to maximizing your deductions and minimizing your tax burden. Discover effective tax strategies tailored to your unique financial situation.
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WHY US?
Prepare to LIFT is more than just a service, it's a community. Join us and discover the power of financial knowledge, shared experiences, and unwavering support. Together, let's rise above challenges and build a brighter future.
Legal Assurance
Protection for your family and your business. For a low fee, we give you the ability to talk to a lawyer on personal legal matters without worrying about high hourly costs. Because what seems logical is not always legal.
Insurance Protection
We also offer a term with living benefits product. Our team of licensed experts is here to answer questions, handle paperwork, and help you make decisions with confidence. And we work for you — not for the insurance companies.
Financial Solutions
An annuity with a guaranteed lifetime income can be an important part of your retirement income plan, providing guaranteed income for a specific period of time or the rest of your life.
Tax Strategies
From optimizing retirement contributions to leveraging investment opportunities, our expert guidance will help you keep more of your hard-earned money. Let's work together to achieve your financial goals and secure a brighter financial future.
