Retirement planning doesn't need to be complex
We help you buld a solid financial foundation by protecting your assets and educating you on how to create generational wealth.
Carlos Vallejo and Abby Rowe
Wealth Builder's Alliance Co-Founders
About Us
We've Been Thriving
We’ve been blessed and had the privilege of assisting over 90,000 families in safeguarding their most valuable assets and educating them on the principles of generational wealth.
Life is full of complexities, from the known to the unknown. We understand that planning for the future can feel overwhelming. That's why we're here – to provide you with the support and guidance you need every step of the way.
In our experience, we've learned that everything in life falls into three categories: what we know, what we know we don't know, and what we don't even realize we don't know. Our role is to ensure that what you know is accurate and to assist you with the unknowns, helping you navigate through life's uncertainties with confidence.
So let's embark on this journey together. With our expertise, professionalism, and dedication, we'll help you build a secure financial future for yourself and your loved ones.
Our History
Over the last 15 years we’ve serviced families from all walks of life all over the United States of America. We believe every individual should get world class treatment.
Our Mission
Our mission is to see that every family gets a first class financial education. We want you, your kids, your grandkids, and all generations to come to experience what generational wealth is.
Who We Are
We are a financial marketing organization that has partnerships with the oldest and strongest A rated life insurance and retirement providers to ensure we can find the best fit for you and your family.
Your Benefits
Why Choose Us
There are many companies that can sell products, and we are not one of them. Our goal is to educate all of our clients so that they can understand what their needs are, what solutions are available, and how all the plans work. We believe if someone knows what's best for them, they will be able to choose what's best.
We Respect You
We will treat you as an individual and part of our family versus a mass group of people.
Doing What's Best For You & Your Family
We will create a custom plan that fits your needs and your budget.
World Class Service.
So many companies have lost appreciation for their clients and no longer provide great customer care.
Get Our Free 5-Step Video Training Series Financial Plan.
Ready to learn how to be prepared for your financial future? Submit the form to receive a completely free 5-Step video training series that will teach you:
Video #1: The 4 Factors Of Retirement
Video #2: The Rule Of 72 & The Three Homes Of Money
Video #3: Why You Need Life Insurance With Living Benefits
Video #4: The Rule of 100 & Retirement Planning
Video #5: The Power Of Tax Advantage Accounts
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Our Feedback
What Clients Say
Wanda Says -
“After 14 years of recommendations, I still have my money protected - so somebody did something right with me! I totally believe in you guys and I’m so glad that I have been involved all these years. You are truly a friend that loves me and has my best interest in mind”
Brandon Says -
“I have had the pleasure of working with Carlos and Abby, and I can confidently say they are an absolute professional and genuine couple. Their extensive knowledge and ability to navigate through my questions and concerns and explain technical information with ease gave me the confidence to choose the right products for me and my family. Their authenticity as a person and as advisors/agents makes them standout in their field. Working with them was a privilege and such a positive and enriching experience. I would recommend them as an insurance and financial services provider to everyone I know and love. They are simply the best!”
Leila Says -
“I’ve known them for several years. I wanted to have an insurance policy that not only covered myself in case of death but also allowed the money I paid into the policy to grow, as an annuity. They were very helpful in explaining the differences in policies and looking at my income to best suggest the proper policy for me. The policy that I finally chose was a very good balance between benefits and cost. What I did not know was that some time later, I would develop Ovarian Cancer. Fortunately, because of their work on suggesting the right policy for me, I was able to receive a small settlement. I would highly recommend them for any insurance/financial planning for single person or family. Take it from someone who had one of the worst life experiences you can imagine, and still came out on top!”
Our Solutions
We have a suite of products to fit your individual and unique needs.
Retirement Planning
• Equity Indexed Annuity
• Fixed Annuity
• IRAs / SEP IRA
• 403(b)/ 401(k) Rollovers
Asset Protection
• Equity Indexed Universal Life
• Universal, Whole & Term Life
• Long Term Care & Disability
• Final Expense & Living Benefits
Other Solutions
• Debt Settlement
• Tax Resolutions
• College Savings Plans
• Business Owner Solutions
State Licensed & Verified
I'm fully equipped & trained to provide professional financial services in the residential state of Washington
Additional State Licenses In:
Nation Wide
Frequently Asked Question
What’s the right type of insurance for me?
That will depend on how you want the policy to work, your insurable need, and your budget/savings allowance.
Can my insurance policy build savings?
Yes, cash value policy’s have the ability to build a savings account.
Can I borrow against the savings?
Yes, there are different options for pulling out money. Some allow you to borrow against the policy through a loan which can avoid taxes.
What different companies do you work with?
As a broker, we look for the top rated insurance and retirement planning companies; that will provide clients the best products.
Is there a cost for this?
We do not charge any financial review fees and do not mark up any products. We are compensated directly from the insurance company that best suits your needs. This all allows us to do the best thing for the client and not charge them for it.
How do I get started?
Tap the 'Get A Free Financial Plan' button below and submit the form to get a complementary review personalized analysis on your finances and receive our free 5 step by step training video series.
