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Achieve Financial Freedom with Modern Money

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Modern Money Team

About Us

Welcome to Modern Money

Your Journey to Financial Freedom Starts Here

Modern Money Team

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.


  1. Modern Insurance
    Insurance you can use while LIVING!
  2. Tax-Free Retirement
    Amplifying Retirement Income, Enhancing Protection.
  3. Children’s Savings
    Tax-Free Growth for Their Future.
  4. Annuity Benefits
    Stable, Predictable Retirement Income.
  5. Estate Planning
    Safeguard Assets, Assure Beneficiary Wealth.
  6. Career Change Roll-Over
    Secure Lifetime Income from Savings.
  7. Group/Self Insurance
    Employee Benefit Ensuring Family Security.
  8. 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.

  1. 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.
  2. 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.
  3. 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.
  4. 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.

<strong><strong><strong>Theary Pleng</strong></strong></strong>

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
<strong>Raymond Macapagal</strong>

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
<strong>Nancy Heng</strong>

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.

Nancy Heng

Get A Quote

Ready to unlock your financial future? Start with a FREE comprehensive financial analysis! Let our experts provide you with insights and strategies tailored to your specific needs and goals. Don’t miss this opportunity to gain clarity about your financial path. Fill out the form now and we’ll get in touch within 48 hours. Your prosperous future is just a click away!

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Financial Strategies for Every Stage of Life

At Modern Money, we understand that your financial needs evolve as you navigate different phases of life. Our comprehensive financial planning services are designed to provide personalized solutions that address your unique circumstances and goals, whether you're just starting your career, growing a family, or preparing for retirement.

From retirement planning and investment management to insurance and estate planning, our team of experienced financial advisors will work closely with you to develop a tailored strategy that empowers you to achieve financial stability and long-term prosperity.

Secure Your Financial Future with Innovative Insurance Solutions

At Modern Money, we believe that insurance is a crucial component of a well-rounded financial plan. Our team of insurance specialists will help you explore a range of options, including life insurance, annuities, and disability coverage, to ensure that you and your loved ones are protected against the unexpected.

By leveraging the latest industry insights and best practices, we'll help you find the right insurance products to safeguard your assets, minimize risk, and provide a stable financial foundation for your future.

Navigating the Complexities of Retirement Planning

Retirement planning can be a daunting task, but with the guidance of our experienced financial advisors, you can feel confident in your ability to achieve your long-term goals. We'll work with you to develop a personalized retirement strategy that addresses your unique needs, from maximizing your savings to optimizing your income sources and minimizing tax liabilities.

Whether you're just starting to save for retirement or you're nearing your golden years, our holistic approach to financial planning will help you build a secure and fulfilling future.

Empowering Entrepreneurs to Achieve Financial Success

As an entrepreneur, you face a unique set of financial challenges and opportunities. At Modern Money, we understand the complexities of running a business and the importance of aligning your personal and professional financial goals.

Our team of financial experts will work closely with you to develop tailored strategies for managing your business finances, optimizing your tax planning, and safeguarding your personal assets. With our guidance, you can focus on growing your venture while ensuring your long-term financial well-being.

Financial Strategies for Every Stage of Life

At Modern Money, we understand that your financial needs evolve as you navigate different phases of life. Our comprehensive financial planning services are designed to provide personalized solutions that address your unique circumstances and goals, whether you're just starting your career, growing a family, or preparing for retirement.

From retirement planning and investment management to insurance and estate planning, our team of experienced financial advisors will work closely with you to develop a tailored strategy that empowers you to achieve financial stability and long-term prosperity.

Secure Your Financial Future with Innovative Insurance Solutions

At Modern Money, we believe that insurance is a crucial component of a well-rounded financial plan. Our team of insurance specialists will help you explore a range of options, including life insurance, annuities, and disability coverage, to ensure that you and your loved ones are protected against the unexpected.

By leveraging the latest industry insights and best practices, we'll help you find the right insurance products to safeguard your assets, minimize risk, and provide a stable financial foundation for your future.

Navigating the Complexities of Retirement Planning

Retirement planning can be a daunting task, but with the guidance of our experienced financial advisors, you can feel confident in your ability to achieve your long-term goals. We'll work with you to develop a personalized retirement strategy that addresses your unique needs, from maximizing your savings to optimizing your income sources and minimizing tax liabilities.

Whether you're just starting to save for retirement or you're nearing your golden years, our holistic approach to financial planning will help you build a secure and fulfilling future.

Empowering Entrepreneurs to Achieve Financial Success

As an entrepreneur, you face a unique set of financial challenges and opportunities. At Modern Money, we understand the complexities of running a business and the importance of aligning your personal and professional financial goals.

Our team of financial experts will work closely with you to develop tailored strategies for managing your business finances, optimizing your tax planning, and safeguarding your personal assets. With our guidance, you can focus on growing your venture while ensuring your long-term financial well-being.