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Over 20 Years of Experience in Life Insurance, Health Insurance, and Tax Planning

But That Is Not the Whole Story

I understand what it feels like to carry the weight of everything, running a business, supporting a family, and still feeling uncertain about financial exposure.

Behind the surface, many professionals face unclear tax planning, gaps in insurance coverage, and rising healthcare costs that quietly erode stability.

That is where I come in.

I work with business owners and working professionals who are done guessing and ready to put structure around protection, healthcare coverage, and tax decisions.

No hype. No confusion. Just clear, disciplined solutions across life insurance, health insurance, and tax planning, built to support long term security and peace of mind.

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What I Help You Handle

Life Insurance

Protect your family and income with term and permanent life insurance designed to replace income, cover final expenses, and support long term financial stability

Health Insurance

Get guidance across ACA, Medicare, and private health insurance options to control healthcare costs and maintain coverage through every stage of life.

Tax Strategy & Preparation

Reduce tax exposure with structured planning and accurate filing for individuals, families, and business owners. Plan ahead, file clean, and keep more of what you earn.

At TrueGuard, we don’t just advise—we protect what matters most: your family, your finances, and your future.

Why Clients Choose TrueGuard

  • Nearly 20 years of experience

  • Built from lived experience—not theory

  • One trusted advisor for life, taxes, and peace of mind

  • No shame, no confusion—just clarity and protection

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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