Our company was founded from a deeply personal drive to create lasting financial stability for families, sparked by the founder’s own journey through over 20 years in retail management. When the pandemic hit, the vision to build a legacy for loved ones and help others do the same grew stronger. This mission evolved into Investinu 1st, established in 2020 with the goal of providing powerful financial tools and strategies to secure wealth and stability for generations to come. Starting with life insurance and credit counseling, the company soon expanded its offerings to include a range of wealth-building strategies focused on asset protection and financial freedom.
From these early steps, Investinu 1st has flourished into a firm that guides clients on their paths to financial independence. With years of dedicated experience as a broker and senior field underwriter, the founder developed a unique strategy known as the “waterfall method,” combining high-cash-value life insurance and common law trusts to help families protect their assets. This personalized approach has become the cornerstone of the company’s mission, with Investinu 1st passionately committed to educating, protecting, and empowering families just like the founder’s own.
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