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Life Insurance, Tax Strategy, and Retirement Planning with Clarity and Purpose.
I’ve spent nearly 20 years in financial services, but that’s not really what defines me.
What defines me is this: I know what it’s like to keep everything looking good on the outside while quietly trying to keep the whole thing from falling apart behind the scenes.
That’s who I help. Business owners and professionals who are tired of pretending it’s all fine and ready to build something real—something protected.
I don’t bring hype—I bring clarity, protection, and peace of mind.
What I Help You Handle
At TrueGuard, we don’t just advise—we protect what matters most: your family, your finances, and your future.
Real families. Real businesses. Real peace of mind.We protect what matters—virtually or in person.
Richard-Lee D.
TrueGuard Financial made the entire process of securing life insurance and preparing my taxes seamless. Their professionalism and attention to detail gave me peace of mind knowing my family’s future is protected and my taxes are handled accurately. Highly recommend!
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Madeline P
Ortis not only helped me secure life insurance and expertly manage my taxes but also provided invaluable business consulting advice. his insights helped me streamline my business operations and plan for the future. I’m so grateful for his support!
Samensky A.
Navigating health insurance options was overwhelming, but Ortis guided me every step of the way, ensuring I chose the best plan for my needs. Pairing this with his expert tax preparation saved me both time and money. He is my go-to for financial services!
Simplify your finances and protect what matters—without leaving your home.
From coverage to strategy, we bring clarity to every corner of your financial life—wherever you are.
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