Licensed Advisor, Medicare Specialist
Known as the “Aflac Man” for many years among small businesses and their employees here in the Inland Empire, Harry had, since the Crash of 2008, changed his focus seeing the impact of that Crash on his clients and their employees. It really troubled him. He realized that many of them hadn’t prepared for such a shock to the economy and needed take a much different approach for planning future financial security. He remembers that an old business client of his had remarked during a very rough time in the early ‘80’s as he watched number of his friends being forced out of business that, “they couldn’t hang on because their wells just weren’t deep enough!” This sent Harry on a quest to find a solution to that problem, which led to the strategies he now employs. Businesspeople and individuals can, with the right tools, create “financial wells” which not only help them weather these inevitable storms but actually emerge stronger afterward.
In recent years, when he and Luke Kibler began to discuss financial strategies, he discovered that Vantage’s Perpetual Wealth Financing Strategy (PWF) is a clear articulation of the solutions he had been studying and subsequently offering his clients, both for business and personal portfolios. These “reality-proofed” strategies have come to be even more valuable in these troubled times.
Harry has a bachelor’s degree from Cal Poly-Pomona and has been active in the Inland Empire insurance market since 1997, bringing a valuable wealth of experience and a very balanced perspective. Having suffered his own losses in real estate during the Crash has helped him discover that a “new kind” of diversification is necessary today. Harry has since helped several clients develop substantial private “wells” to position themselves for greater control, stability and liquidity. He calls it the “LUCK” strategy since it positions a client’s resources towards (L)iquidity and they now have full (U)se and (C)ontrol of those resources, (K)nowing where every dollar is employed.
Harry is happily married to his beautiful wife Samantha and together share four children and 12 grandchildren. Among other things, Harry is an avid Dodger’s fan!