The Freedom Plan™
One clear strategy to protect your family, keep your home secure, and grow wisely—without the jargon.
The Freedom Plan™ | CGJ Financial
One Clear Strategy. Total Peace of Mind.
Life throws curveballs—job changes, health scares, market ups and downs.
And when you don’t have a clear plan, stress creeps in.
The Freedom Plan™ eliminates that stress.
It’s one simple, unified strategy that protects your family, keeps your home secure, and grows with you over time.
It’s not about random policies. It’s about one cohesive plan—so you know your bases are covered, your money’s working for you, and your future is protected.
Who This Is For
Families who want one plan instead of juggling multiple policies.
Homeowners who don’t want to risk losing their biggest asset.
Anyone who wants protection + growth without the complexity.
Take Action
Don’t wait until a crisis forces your hand. Take control of your family’s future today.
The Freedom Plan™ | CGJ Financial
One Clear Strategy. Total Peace of Mind.
Life throws curveballs—job changes, health scares, market ups and downs.
And when you don’t have a clear plan, stress creeps in.
The Freedom Plan™ eliminates that stress.
It’s one simple, unified strategy that protects your family, keeps your home secure, and grows with you over time.
It’s not about random policies. It’s about one cohesive plan—so you know your bases are covered, your money’s working for you, and your future is protected.
Who This Is For
Families who want one plan instead of juggling multiple policies.
Homeowners who don’t want to risk losing their biggest asset.
Anyone who wants protection + growth without the complexity.
Take Action
Don’t wait until a crisis forces your hand. Take control of your family’s future today.
Life
Protection
Coverage that ensures your family has income security and stability—no matter what happens.
Life
Protection
Coverage that ensures your family has income security and stability—no matter what happens.
Life
Protection
Coverage that ensures your family has income security and stability—no matter what happens.
Mortgage Coverage
Keeps your home in your family’s hands. The roof, the keys, the memories—all protected.
Mortgage Coverage
Keeps your home in your family’s hands. The roof, the keys, the memories—all protected.
Mortgage Coverage
Keeps your home in your family’s hands. The roof, the keys, the memories—all protected.
Wealth Growth
Smart financial strategies that grow long-term wealth and build your legacy.
Wealth Growth
Smart financial strategies that grow long-term wealth and build your legacy.
Wealth Growth
Smart financial strategies that grow long-term wealth and build your legacy.
Why Families Choose CGJ Financial
We’re not insurance salespeople. We’re problem solvers.
Here’s how we’re different:
We listen first—then tailor the plan to you.
We run the numbers—so you know exactly why it works.
We place you with trusted carriers: American National, North American, Ameritas, Mutual of Omaha, SBLI, Corebridge, and more.
We review every year—so your plan grows with you, not against you.
That’s why 1K+ families already trust us with their protection—and why you’ll feel confident the moment you sit down with us.
The Bottom Line
The Freedom Plan™ is more than insurance.
It’s your family’s safety net and your financial growth engine—all in one.
It protects your home. It protects your income. It protects your peace of mind.
Schedule Your Free Consultation or call +1 (512) 961-3525 now.
Because freedom starts with security.
FAQs
How is this different from buying insurance separately?
The Freedom Plan™ bundles your core needs into one cohesive strategy—coverage + savings + growth.
Can it adjust as life changes?
Yes. We review your plan annually and make sure it evolves as your goals do.
Is this only for homeowners?
No, but it’s especially powerful if you own (or plan to own) a home.
What if I already have policies?
We’ll review what you’ve got and integrate it into a streamlined plan—only replacing if it’s clearly better for you.
Why Families Choose CGJ Financial
We’re not insurance salespeople. We’re problem solvers.
Here’s how we’re different:
We listen first—then tailor the plan to you.
We run the numbers—so you know exactly why it works.
We place you with trusted carriers: American National, North American, Ameritas, Mutual of Omaha, SBLI, Corebridge, and more.
We review every year—so your plan grows with you, not against you.
That’s why 1K+ families already trust us with their protection—and why you’ll feel confident the moment you sit down with us.
The Bottom Line
The Freedom Plan™ is more than insurance.
It’s your family’s safety net and your financial growth engine—all in one.
It protects your home. It protects your income. It protects your peace of mind.
Schedule Your Free Consultation or call +1 (512) 961-3525 now.
Because freedom starts with security.
FAQs
How is this different from buying insurance separately?
The Freedom Plan™ bundles your core needs into one cohesive strategy—coverage + savings + growth.
Can it adjust as life changes?
Yes. We review your plan annually and make sure it evolves as your goals do.
Is this only for homeowners?
No, but it’s especially powerful if you own (or plan to own) a home.
What if I already have policies?
We’ll review what you’ve got and integrate it into a streamlined plan—only replacing if it’s clearly better for you.
1k+
Insured
Personalized Coverage
Right-sized design around your income, mortgage, debts, and goals—no fluff.
Personalized Coverage
Right-sized design around your income, mortgage, debts, and goals—no fluff.
Plain-English Guidance
Side-by-side options, transparent pricing, and a human advisor.
Plain-English Guidance
Side-by-side options, transparent pricing, and a human advisor.
A-Rated Carrier Access
Placement through respected carriers; we negotiate, you decide with confidence.
A-Rated Carrier Access
Placement through respected carriers; we negotiate, you decide with confidence.
Ongoing Service
Quarterly/Annual reviews, policy rescue when better options appear, and claims support.
Ongoing Service
Quarterly/Annual reviews, policy rescue when better options appear, and claims support.