Achieve Financial Freedom with Modern Money
Empowering Families and Entrepreneurs Towards a Secure Financial Future
Welcome to Modern Money
Your Journey to Financial Freedom Starts Here
Modern Money is more than just a financial service provider – we are your partners in building a stable and prosperous future. Founded by a dedicated husband and wife team, our mission is to provide you with the knowledge, tools, and strategies you need to attain financial freedom and stability. Whether you’re planning for your family’s future or growing an entrepreneurial venture, our comprehensive suite of services is designed to cater to your unique needs.
Protect Your Family’s Future
Looking for ways to protect your family’s future and build a solid financial foundation? From life insurance to retirement planning, Modern Money provides comprehensive financial solutions for families. Learn how our expertise can help secure your family’s financial wellbeing.
Empower Your Business’ Future
Need financial strategies that help grow and protect your business? Our solutions for entrepreneurs offer everything from tax-free retirement plans to premium finance strategies. See how Modern Money can support your entrepreneurial journey towards financial stability.
Webinar.
Curious to learn more about financial planning and stability? Join our insightful webinars held every week. Our experts dive deep into various financial topics to help you make informed decisions.
Our Approach.
With our personable approach to retirement planning, you can count on us to answer your questions, break things down into simple terms, and help you navigate the retirement landscape with ease offering multiple solutions to your retirement road-map.
- Understand Your Needs
First, we listen to understand your unique retirement goals and concerns. This involves answering your questions and providing clarity on any issues you may not fully understand - Simplify the Process
Next, we break down the complexities of retirement planning into simple, easy-to-understand terms. We believe that the more you understand about the process, the more confident and empowered you’ll feel about your decisions. - Craft Your Retirement Road-map
Drawing on our extensive experience and expertise, we then help you create a personalized retirement road-map. This involves evaluating and presenting multiple solutions that align with your financial situation, risk tolerance, and retirement goals. - Navigate with Confidence
Finally, we support you as you navigate your path to retirement. We’ll be by your side, continually reviewing and adjusting your plan as necessary, ensuring you remain on track towards achieving your retirement objectives.
Financial Solutions.
At Modern Money, we understand that financial planning is not a one-size-fits-all process. Everyone has unique financial goals and life circumstances. Whether you’re starting a family, looking to retire comfortably, or an entrepreneur seeking to secure your financial future, our services are tailored to your specific needs. We offer a comprehensive suite of financial solutions designed to help you achieve your financial goals and ensure your peace of mind. Here’s a brief overview of our services:
- Modern Insurance
Insurance you can use while LIVING! - Tax-Free Retirement
Amplifying Retirement Income, Enhancing Protection. - Children’s Savings
Tax-Free Growth for Their Future. - Annuity Benefits
Stable, Predictable Retirement Income. - Estate Planning
Safeguard Assets, Assure Beneficiary Wealth. - Career Change Roll-Over
Secure Lifetime Income from Savings. - Group/Self Insurance
Employee Benefit Ensuring Family Security. - Life Strategy
Optimal Coverage, Minimized Upfront Capital.
Why Choose Us.
With us as your retirement planners, you’re not just another client on a list. You’re an individual with a story, and we’re here to guide you through it every step of the way, adapting your plan as life evolves, offering support during challenging times, and celebrating your milestones.
- Expertise
We are experienced life insurance agents and retirement planners, well-versed in all aspects of financial planning. We use our wealth of knowledge to design the best strategies for your financial security and retirement dreams. - Comprehensive
Our approach covers every aspect of your financial life. From retirement planning and estate planning to career change strategies and children’s savings, we provide a comprehensive set of solutions tailored to your unique needs. - Personalized
Every client has a story, and we take the time to understand yours. Our planning is not a one-size-fits-all process. Instead, we provide personalized guidance, adapting your plan as life evolves and circumstances change. - Empowerments
Our ultimate goal is to empower you to make informed financial decisions. We offer support during challenging times, celebrate your milestones, and equip you with the knowledge and tools you need to take control of your financial future.
Happy Customers.
Raymond Macapagal
I wanted to take a moment to thank Jordan and Sarun for their guidance in making sure our two young daughters are protected throughout their lives. Both Jordan and Sarun provided a comprehensive guide on how universal life insurance works for our daughters. They were both available to answer any additional questions after our initial conversation. Never once did we feel pressured to purchase any policies. They are stand up individuals and they only want the best for their clients. Thank you both for giving me and my wife peace of mind.
Theary Pleng
My husband and I got a IUL policy for us and our two children ages, 7 and 4. We went in with a specific budget and the team at Modern Money listen to what we were looking for in a policy and tailored one that fits our needs best. Jordan and Sarun both took their time to explain the benefits of the policies using graphs and charts to show us exactly how a policy like this works. We learned so much and we were excited to get a policy going immediately because we saw how this will help secure our future and create generational wealth for our children.
Nancy Heng
I’ve always been aware of life insurance, especially since my mom passed suddenly from colon cancer. Initially, I didn’t think I would need it because I don’t have kids or anyone who depends on me financially. However, I realized that I don’t want my family to struggle with funeral expenses when I pass.
The agents at Modern Money informed me that I can actually use my life insurance policy while I’m alive. With living benefits, I can withdraw from my policy if I become terminally or chronically ill, helping to supplement my income while I’m out of work.
You don’t need to have a family to benefit from life insurance. It’s a great way to protect yourself, knowing that you can access your benefits while you’re still living. I’m so glad I started this policy.
