Helping Clients Successfully Retire for 15 Years

Jeremy Morales (CEO/Agency Owner) has dedicated the last 15 years of his life to helping clients successfully retire. He places a high value on all client relationships and especially likes to share his knowledge so they can learn about the various retirement income planning strategies available to them as they design their future.

With an eye towards wealth preservation, he loves to see clients retire and enjoy the resources they worked for throughout their lives. He always puts the needs of the clients first and foremost and always wants them to feel like family. 

Jeremy is licensed to sell life and annuities in seven states. He attended North Arkansas College, In his free time, he enjoys spending time with family, hiking, camping, traveling and reading.