Protect your health, your wealth, and your future with confidence.
Life insurance, health coverage, wellness programs, and financial planning—integrated into one plan built for you, your family, or your business.
Financial Planning
Insurance
Investments
The Problem We All Face
Uncertainty is stressful. Rising healthcare costs. Market swings. The “what ifs” that keep you up at night.
What happens if an illness or accident disrupts everything you’ve built?
Will your family or business be financially secure if something unexpected happens?
How do you plan ahead when the future feels unpredictable?
You deserve peace of mind, not sleepless nights.
The Path & Pillar Difference
We’re not just an insurance agency. We’re your partner in protection and wellness.
Most firms sell policies or financial products in isolation. At Path & Pillar, we connect the pieces—life insurance, health coverage, wellness, and financial planning—so you’re covered from every angle.
That means:
Protection for today
Planning for tomorrow
Guidance you can trust at every step
We don’t speak in jargon. We explain clearly, give you options, and help you make confident decisions.
Who We Serve
For Individuals & Families
Life feels easier when you know your loved ones are protected. We help you build a safety net that covers health, finances, and the “what ifs” that keep you up at night.
What you’ll gain:
Affordable health coverage that actually supports your needs
Life insurance that protects your family from unexpected costs
Personalized wellness programs to keep you healthier, longer
Clear financial planning that builds confidence in your future
For Businesses & Executives
Your people are your greatest asset. Protecting them—and your business—takes more than off-the-shelf solutions. We design plans that support your team, safeguard your company, and strengthen retention.
What you’ll gain:
Executive bonus plans to attract and keep top talent
Health coverage that reduces employee stress and turnover
Business protection strategies that guard against financial risk
Peace of mind knowing your company’s future is secure
For High-Net-Worth Clients
When your assets and responsibilities grow, so do the stakes. We provide advanced strategies that protect wealth, reduce risk, and create long-term security for you and the next generation.
What you’ll gain:
Premium financing for large insurance needs
Infinite banking strategies to preserve and grow wealth
Integrated planning that aligns insurance with investments
Trusted guidance to protect family, estate, and legacy
Why This Matters
When you work with Path & Pillar, you’ll:
Protect your family and business from unexpected costs
Gain clarity and confidence in financial planning
Access personalized wellness programs to improve health
Receive expert guidance without confusing jargon
Build a holistic plan that covers today and prepares for tomorrow
Trusted by Everyday People
For years, we’ve helped families, businesses, and individuals protect what matters most.
Dozens of businesses safeguarded with executive benefit plans
Hundreds of families covered with life and health protection
Trusted financial strategies used by high-net-worth clients across the U.S.
This platform has completely transformed how we manage our marketing campaigns. The ease of use and powerful features have made a significant impact on our ROI.
The automation capabilities are incredible. We've saved countless hours and improved our customer engagement significantly.
The analytics and reporting features give us insights we never had before. Our conversion rates have improved by 40%.
As a small business owner, I was skeptical about investing in marketing tools. This platform has proven to be worth every penny.
The customer support team is absolutely amazing! They helped me set up my first funnel in just a few hours. My business has grown 300% since implementing this platform.
I love how everything is integrated in one place. From email marketing to appointment booking, this platform has streamlined my entire business operations.
How It Works
Simple 3-Step Roadmap
For years, we’ve helped families, businesses, and individuals protect what matters most.
Schedule a Consultation
Start with a free, no-obligation conversation.
Get Your Personalized Plan
We’ll design a plan that fits your needs and goals.
Gain Peace of Mind
Enjoy confidence knowing you, your family, or your business is protected.
Schedule a Consultation
Start with a free, no-obligation conversation.
Get Your Personalized Plan
We’ll design a plan that fits your needs and goals.
Gain Peace of Mind
Enjoy confidence knowing you, your family, or your business is protected.
Education & Wellness Hub
We believe knowledge builds confidence. Visit our Learning Center for resources, guides, and assessments that make planning easier.
See if you qualify for advanced financial strategies
Take a quick quiz to spot coverage gaps
Explore wellness programs that strengthen both body and mind
STILL NOT SURE?
Frequently Asked Questions
What does a consultation cost?
Nothing. It’s free, and there’s no obligation.
Isn’t insurance complicated?
It doesn’t have to be. We explain everything in plain language so you always feel in control.
I already have coverage. Do I still need Path & Pillar?
Maybe not. But many clients come to us with gaps they didn’t know they had. We’ll review your current plan and show you where you’re strong and where you may be exposed.
How long does the process take?
Most plans are finalized within a few weeks. You’ll feel relief right away knowing you’ve started.
Can I get coverage for my business and family together?
Yes. We specialize in building integrated solutions that protect both.
Peace of mind starts here.
Don’t wait until life forces your hand.
Disclosure:
Path & Pillar Insurance Services is a DBA of Oaceus Executive Insurance Strategies LLC, licensed to conduct insurance business in multiple states. License numbers available upon request. All content is for informational purposes only and not legal, tax, or financial advice. Products and features may vary by state and carrier. Coverage is issued only where authorized and subject to the terms of the issuing insurer. Intellectual property, including logos and materials, are the property of Path & Pillar/Oaceus Executive Insurance Strategies LLC and may not be reproduced without permission. Use of this site is at your own risk.
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