Are You Ready to Gain Financial Peace of Mind & Secure Your Future?
Most people save, but very few are shown how to protect, access, and grow money when life doesn't go as planned. Attend our free 60-minute beginner-friendly webinar for people who want clarity, peace of mind, and smarter financial decisions (without the pressure!)
📅 Saturday, May 30, 2026 @ 10am PST.
Plain English. No confusing jargon or financial double-talk
Hear how real families use these strategies with real examples
Gain financial literacy with no expectations - you decide
Who This is For
Everyone! And especially for anyone who has ever thought...
"I'm saving but not sure if I'm doing it right"
You've been putting money away, but you're not sure if you're doing the right things.
You wonder if there's a better way to protect what you've worked so hard to build.
"I want my family protected if something happens"
You want growth, but you also need to sleep at night knowing your family is protected.
Looking for stability and want downside protection
You want to make sure you won't outlive your money or burden your loved ones.
Want guaranteed income options
"I want clarity about retirement, without the jargon"
What you'll walk away with
🔸 A clear plan to protect and grow what you've worked hard building
🔸 Learn practical application of financial principles from "never losing money" to strategic tax management
🔸 Walk away with a plan, not just information
🔸 A live Q&A where no question is "too basic"
Meet Your Hosts
We help families and working professionals understand how insurance-based strategies can fit into a broader financial plan, offering both protection and flexibility when life throws curveballs.
Victor Solorio is a 14-year financial professional and military veteran who has helped hundreds of families navigate complex financial decisions with confidence and ease.
James Dougherty. After serving as a U.S. Marine and building a successful portfolio in real estate through disciplined planning, James is now on a new mission. He recently transitioned from the food industry and property management into the financial services sector as a licensed professional. Today, James leverages his personal experience in asset growth and strategic planning to help families and entrepreneurs implement the same wealth-building strategies he used to achieve his own goals. He is passionate about providing the education and opportunities necessary for others to secure their financial independence.
Victor Solorio
James Dougherty
Lead Presenter
CDI License #0124313
Sr. Director, Financial Services
Webinar Host
CDI License #1353430
Financial Services Associate
What our friends and family are saying...
”Mr. Solorio works with a high degree of professionalism and courtesy. I am recommending him to family members, work colleagues and friends.
Again, a big thank you to Mr. Solorio.”
- Ricardo De Alba, Attorney At Law
”My main takeaway was encouraging me to consider financial options. So I liked the tone of the webinar!”
-SY, Webinar Attendee, Bay Area, CA
Join us on Saturday, may 30th at 10:00am PST. Reserve your spot!
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