Claim Your free custom Protection Assessment
Click below to claim your offer. We'll then reach out to answer any questions you may have.
About Us
Welcome to CV Wealth Agency
Welcome to CV Wealth Agency—Powered by Symmetry Financial Group. We specialize in modern financial strategies designed to protect your income and grow your wealth. From Living Benefits that pay you while you're alive if you face a health crisis, to IULs (Indexed Universal Life) that offer tax-free growth potential, we provide the personalized solutions you need to secure your family's future and build a lasting legacy.
Superior Family Protection
Smart Wealth Growth
Fast, Custom Results
CV wealth agency
I don’t just "sell policies"—I build strategies. To create your Custom Protection Assessment, I conduct a focused review of your goals and health needs to ensure your family is actually protected. We’ll look specifically at how Living Benefits can safeguard your income and how an IUL can build tax-free wealth, while evaluating these critical areas:
Comprehensive Protection Audit:
We analyze your total financial picture—from daily living expenses to your children’s future college costs—to ensure your family has the exact level of protection they need to stay secure, without you overpaying for coverage you don’t need.
Tailored Health & Lifestyle Strategy:
By reviewing your unique health history and lifestyle, I can identify the most favorable carriers and premium rates for your specific situation. My goal is to maximize your coverage while keeping your strategy affordable and sustainable.
Legacy & Beneficiary Alignment:
We’ll ensure your protection is perfectly aligned with your family goals and estate plans. By clearly designating your beneficiaries, you can rest easy knowing exactly how—and to whom—your tax-free benefits and legacy will be delivered.
Strategic Coverage Enhancements:
We move beyond basic plans to find the right mix of IULs and powerful protection "add-ons"—like critical illness or disability coverage. This ensures your policy is a living, breathing safety net that works for you in every scenario, not just the worst-case one.
Frequently Asked Questions
What exactly are “Living Benefits”?
Most people think life insurance only pays out when you pass away. Living Benefits are different—they allow you to access your death benefit while you’re still alive if you’re diagnosed with a critical, chronic, or terminal illness. It’s income protection for you, not just a check for someone else later.
How does an IUL (Indexed Universal Life) help me?
There are primarily two types of life insurance: Term life insurance, which provides coverage for a specified period (e.g., 10, 20, or 30 years), and Whole life insurance, which offers lifelong coverage and includes a savings component that builds cash value over time.
Do I have to do a medical exam?
Not necessarily! We work with several A-rated carriers that offer "simplified issue" policies. This means many of our clients can get approved in minutes without needles, blood work, or long waiting periods.
I have insurance through my job—isn’t that enough?
Employer-sponsored plans are a great start, but they usually stay with the company, not you. If you leave your job, you leave your coverage. Plus, work plans rarely include wealth-building tools or comprehensive Living Benefits. We help you build a plan that you own, no matter where you work.
What happens after I "Start My Assessment"?
Once you submit your survey, I’ll personally review your results. I’ll look for the best rates and strategies across our top carriers and then reach out to schedule a brief 30-minutes review to show you exactly what we found. No pressure, just a clear plan for your family.
Contact
Hours
Mon – Sat 9:00am – 8:00pm
Sunday – CLOSED