Brightside Financial

Don't leave your family's future to chance.

Start Planning Today for a Brighter Tomorrow!

Welcome to Brightside Financial, your partner in achieving lasting success and financial peace of mind. 

We offer a wide range of financial services, but our expertise is affordable Estate Planning for families with children and crafting tailored financial plans to ensure your family thrives, regardless of what surprises life brings.

Life is unpredictable, but your family’s security shouldn’t be. Whether it’s Estate Planning or life insurance, we provide the essential tools to safeguard your loved ones and offer you peace of mind. Let us help you navigate life’s twists and turns with confidence. Your family’s bright future starts here. 

Welcome to Brightside Financial

We're committed to helping you create a successful financial future

Our professional team is dedicated to providing expert financial services and planning that can help you achieve your goals and secure a brighter tomorrow.


Let Me Know How I Can Help


We believe that you should be fully educated on what your options are so you can choose what is best for you and your family. Our team takes the time to assess your current plan and provide you with the information you need to make informed decisions about your future.

Goal Assessment

We work with you to assess your financial goals and develop a strategy that aligns with those goals. Our team takes the time to understand your aspirations and provide you with a plan that puts you on the path to success.

Strategic Planning

We don't just provide financial services - we help you design a plan that can help you reach your goals. Our team works with you to develop a strategic plan that's tailored to your needs and aspirations, putting you on the path to a successful financial future.

Secure Your Family’s Future with Protection You Can Trust from Brightside Financial

Ask us about:Living BenefitsWhy you need a Will and TrustCreating an income that you can't outlive-EVER!Tax-Free RetirementMortgage ProtectionEstate PlanningInfinite Banking StrategyCollege Savings PlanHow your family can avoid the time and expense of probateLong Term CareBusiness PreservationAppointment of Guardianship for underaged child(ren) or special needs child(ren)

Father and Daughter in the Rain
Portia Lewis
Portia Lewis

A Living Benefits Testimonial

Watch as Portia and Rita recount the series of events that enabled Portia to receive over $100,000 from her Living Benefits-enhanced life insurance after a surprise diagnosis of Stage 4 breast cancer.

Carol and Darryl Mosley
Carol and Darryl Mosley

Breast Cancer & Living Benefits

Carol and Darryl Mosley thought they had all of their boxes checked.

Amanda Thomas
Amanda Thomas

A Powerful Story Living Benefits

When Amanda Thomas was diagnosed with thoracic cancer shortly after delivering their fourth child, her family’s world was turned upside down.


What Our Clients Say

Our Testimonial Videos showcase how we've helped real people achieve their financial goals and provide a glimpse into the positive experiences our clients have had working with us.

Watch Video Testimonials

Brightside FAQs


The FAQ section of our website is designed to provide answers to common questions about our financial services and products. Whether you're curious about life insurance, retirement planning, or saving for your child's education, our FAQ section can help provide the information you need to make informed decisions about your financial future.


Latest Blog & Articles

Whether you’re thinking about an Estate Plan, growing your wealth, looking for ways to minimize tax burden, our blog offers a valuable resource to get informed about all things Estate Planning and Finance related.