Protect what matters
Life insurance, mortgage protection, living benefits, and family protection strategies.
Financial education. Personal guidance.
Build a clearer plan for what comes next.
Financial guidance built around your life, your family, your business, and the future you're working toward.
Pedro Gonzalez | Financial Professional • Army Veteran
Meet Pedro Gonzalez
Financial Professional | Veteran | Business & Leadership Strategist
Pedro Gonzalez brings more than 15 years of leadership, recruiting, and organizational development experience from the U.S. Army to his work with individuals, families, veterans, athletes, professionals, and business owners.
A former Army recruiting leader and Lean Six Sigma Master Black Belt, Pedro built his career helping people make consequential decisions, develop plans, build teams, and execute against long-term goals.
Today, he applies that same disciplined approach to financial education, protection strategies, and retirement planning — helping people better understand their options and build strategies aligned with the life they're working toward.
- 15+ YEARS
- U.S. Army Leadership
- LEAN SIX SIGMA
- Master Black Belt
- BILINGUAL
- English + Spanish
- FOCUS
- Families • Veterans • Athletes • Business Owners
Based in Minnesota • Serving clients virtually where available
Who I work with
- Veterans & Military Families
- Athletes
- Business Owners
- Professionals
- Families
Languages: English, Spanish.
Contact PedroHow I can help
Financial strategies shaped around your life, your family, your goals, and the people you care about.
Prepare for retirement
Retirement income education, rollover considerations, and long-term income strategies.
Build & Preserve Wealth
Strategies designed to support accumulation, protection, and long-term financial objectives.
Business owner strategies
Protection, retirement, succession considerations, and strategies for entrepreneurs.
Create a legacy
Estate-planning education, wealth-transfer considerations, and multigenerational planning.
Explore individual services →
- Retirement Account Rollovers
- 401(k), 403(b), TSP & IRA rollover options.
- Tax-Free Retirement Strategies
- Explore life insurance-based supplemental income.
- Market Loss & Asset Protection
- Fixed indexed annuities & retirement income strategies.
- Life Insurance & Mortgage Protection
- Term, permanent & indexed universal life (IUL).
- Living Benefits
- Critical, chronic & terminal illness support.
- Long-Term Care
- Prepare for future care needs and expenses.
- College Funding & Million Dollar Baby
- Start early with flexible strategies for your child’s future.
- Family Bank & Infinite Banking
- Cash-value life insurance & generational wealth strategies.
- Trusts, Wills & Legacy Planning
- Access to estate planning & wealth transfer resources.
- Business Owner Plans
- Business protection, succession & employee education.
- Budgeting & Debt Management
- Expense management, debt repayment & consolidation strategies.
- Return-of-Premium Term Insurance
- Eligible policies may return premiums if you outlive the term.
Employee financial education & workplace lunch-and-learn sessions available.
Access to leading providers
Access to a broad network of established providers allows us to explore options aligned with each client's individual needs and goals.
View our provider network →
Who I serve
Financial guidance shaped around the life you've built.
Veterans & military families
Transition, TSP considerations, retirement preparation, and family protection.
Explore guidanceAthletes
Financial education for athletes navigating income, transition, entrepreneurship, and life beyond competition.
Explore guidanceBusiness owners
Protection, retirement, succession considerations, and long-term financial strategy.
Explore guidanceFamilies & professionals
Protection, retirement preparation, education funding, and legacy considerations.
Explore guidanceA clearer path forward
01
Start the conversation
Tell me what's important to you and where you want to go.
02
Understand where you stand
We review your priorities, protection, retirement picture, and potential gaps.
03
Explore your options
You'll receive education and strategies aligned with your needs.
04
Decide what makes sense
If there's a fit, we'll help you put the appropriate strategy into action.
Complimentary financial education
Building retirement around your life
An educational workshop exploring protection, retirement income, and financial strategies for the years ahead.
What you'll learn
- Understand common retirement-income challenges
- Learn how protection fits into a broader financial strategy
- Identify important questions to consider before making major retirement decisions
A Retirement Built Around Your Life
Workshop preview · Register below to watch the full 8:28 workshop.
Resources
Guidance for the decisions that matter
Retirement
Building your wealth
Financial education for long-term saving and planning decisions.
Explore educationProtection
Protecting what you've built
Explore protection and the decisions that shape retirement income.
Explore educationFamily planning
Planning for your kids
Consider education funding, family protection, and the next generation.
Explore education