Financial Planning: Unlock True Wealth with Personalized Strategies

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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.

Financial Solutions.

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.

Client Testimonials.

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.

Theary Pleng

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.

Raymond Macapagal

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.