Blend2Day, a part of Financial Concepts of America & The Alliance family. We partnered with them because they provide products that are LIFE FRIENDLY & BENEFICIAL to what one needs in today's world. The Tax Free Strategy is a way to never lose money in today's market & provide a lifetime of income to age 120. Our living benefits will provide you and your family with financial protection if an unexpected illness were to happen. This allows access to much needed financial help without depleting your savings and retirement funds.
Lu Casillas. Founder of Blend2Day.
Wealth Specialist with Financial Concepts of America. Providing clients with financial security & living benefits. She is Speaker and Financial Wellness Writer for Thriving Women in Business Magazine as well as an Advocate for Women & Small Business Owners.
Former small business owner and Co-Chair of the Award Winning Women's Lifestyle Committee LAX CC.
Lu Casillas, featured expert blog writer for Thriving Women in Business Magazine. An online & print magazine specialized in success for women.
Supporting and Educating Women in all areas of life. We believe in creating an alliance in business to allow a referral system to naturally grow. Our area of expertise is showing you how to create a tax- free income stream for your future by taking advantage of IRC Section Code 7702A. (this does not interfere with social security or college scholarship funding for children.)
We will also build you a custom plan that can be combined with your tax - deferred plans and will guarantee that what you want to have happen can happen, also providing options to never outlive your money.
Lu Casillas, Member of the LAX Coastal Chamber of Commerce. Lu sits as Co-Chairwoman for the 2017 Award-Winning Women's Lifestyle Committee.
Karen Pena. Financial Wellness Specialist and Educator with Blend2Day.
In Financial Services helping families in the Orange County and San Diego areas over 25 years.
Former Vice President of Placentia Chamber of Commerce.