Quality products from exceptional companies

Retirement Planning

  • Annuities
  • Are you seeking guaranteed retirement income or looking for an additional tax-advantaged way to save for retirement?

    We have a broad selection of retirement annuity products designed to fit your needs. Our highly trained specialists are ready to guide you and help you feel confident you’re making the best retirement planning decisions.

    We can help replace your current annuity with a lower-cost option and provide you with more competitive rates.


    Call me to discuss our profitable annuity strategies: (808) 674-7080


  • Life Insurance
  • We do everything we can for our loved ones, not because we have to, but because we want to. With the right life insurance coverage, we can be confident knowing that our loved ones will be able to live out their dreams, no matter what the future holds.

    If you’re looking for affordable life insurance coverage for a specific period of time, term life insurance may be right for you. Permanent life insurance offers many different options, you can find the right guarantees, flexibility and cash value options to fit your needs.


    Start your personalized quote today! Start Quote

    A large majority of people today can’t qualify for a mortgage at a traditional bank, and it is even more difficult to qualify if the person is self-employed, or the property is not owner-occupied or commercial in nature. People with less than perfect credit histories are able to take advantage of these mortgages because of the security of the loan being backed by valuable real property.

    Every borrower has their own reasons for obtaining a higher rate mortgage, but often times people need a short term bridge loan to take them from where they are now to where they expect to be in one year from now.

    These loans can be effected in a less complicated manner and with a much quicker turn-around time than a traditional bank mortgage, which requires extensive documentation as a part of the mortgage application process.

    Are you earning a 5% yield for 1 year?

    First Position Commercial Mortgages

    Picture a unique lending opportunity with higher yields that is Simpler, Safer, and more Secured. That is exactly what First Position Commercial Mortgage Notes (FPCM) can achieve.

    Woodbridge funds 1-year bridge loans to commercial property owners. Each bridge loan is secured by a valuable hard asset – the subject property itself. Each property holds a low loan-to-value (LTV) ratio. That means the property that secures these First Position Commercial Mortgage Notes are worth more than the loans themselves at closing.

    As a private lender, you are recorded on title and acquire a first lien position on these notes. Lenders are paid immediate monthly interest payments at a fixed annual yield of five percent (5%) for 1 year.

    Woodbridge* Offers Lenders Peace of Mind

    • 35 Years of Unsurpassed Experience & Reliability.
    • Over $1.5 Billion in Financial Transactions Completed.
    • Woodbridge Has Never Defaulted!
    • Proven Ability to Find Attractive Financial Opportunities.
    • Performance and Stability.

    Download More About Woodbridge

    Other Products

  • Long Term Care
  • Unlike traditional health insurance, long-term care insurance is designed to cover long-term services and supports, including personal and custodial care in a variety of settings such as your home, a community organization, or other facility.

    Long-term care insurance policies reimburse policyholders a daily amount (up to a pre-selected limit) for services to assist them with activities of daily living such as bathing, dressing, or eating.

  • Disability & Accident
  • If you fall and break your arm, accident insurance could provide a one-time cash payment to help with co-pays you might incur for treatment. If the broken arm meant that you could not work, you could then file a claim for short-term disability benefits in order to begin receiving weekly replacement income.

    Although there is a distinct difference between the two types of coverage, they can certainly complement each other in the case of a covered injury.

  • Critical Illness & Cancer
  • In the late 1990s, a new financial product was developed to help consumers cover expenses associated with critical illness. Appropriately, it’s called Critical Illness Insurance.

    This specialized insurance provides a lump-sum, tax-free payment should a policyholder suffer from certain specific critical conditions. Some 600,000 Americans now have this protection purchased on an individual basis or through a plan offered by their employer.


    Get started with my free downloadable Retirement Roadmap: Download Roadmap