Helping Families Build Wealth
Protect what matters
and Leave a lasting legacy
How can I help
Life Insurance Family Protection
Protect the people who matter most with strategies designed to provide financial security when your family needs it most.
Retirement Income Planning
Build a retirement strategy designed to help you create reliable income and enjoy greater confidence in your financial future.
Legacy Planning
Create a thoughtful plan to protect what you’ve built and help pass your wealth and values on to future generations.
Wealth Building Strategies
Develop personalized strategies to grow, protect, and manage your wealth while working toward your long-term financial goals.
What You Can Expect
We deliver high-impact initiatives—from digital transformation to process optimization—designed to accelerate growth and improve bottom-line performance.
No Pressure
Discover how small changes can lead to big results. Subscribe to our newsletter for expert tips, actionable strategies, and tools that help you grow smarter — not harder.
Interested in a Career in Financial Services?
Mario is also passionate about mentoring individuals who want to build a meaningful career helping families improve their financial future. If you’re interested in learning more about joining the team, schedule a discovery call to explore the opportunity.
These FAQs are concise, easy to scan, and directly address the concerns Mario identified—such as affordability, trust, existing financial arrangements, and uncertainty—while reinforcing his educational, relationship-focused approach.
What happens during the complimentary consultation?
During your complimentary 30-minute consultation, we’ll discuss your financial goals, review your current situation, and explore strategies that may help you build wealth, protect your family, and prepare for retirement. You’ll also have the opportunity to ask questions in a comfortable, no-pressure environment.
Is the consultation really free?
Yes. Your initial consultation is completely complimentary and comes with no obligation. The goal is to provide education, answer your questions, and help you better understand your financial options.
Do I need to have a lot of money to work with you?
Not at all. Mario works with individuals, families, and business owners at different stages of their financial journey. Whether you’re just getting started or planning for retirement, the focus is on creating a strategy that fits your goals.
Will I be pressured to purchase a product?
No. Mario believes in an education-first approach. Every recommendation is based on understanding your goals and helping you make informed decisions—not on high-pressure sales.
How long does the consultation take?
Most initial consultations take approximately 30 minutes, giving you enough time to discuss your goals, ask questions, and explore potential strategies.
What should I bring to my consultation?
Just bring any questions or concerns you have about your finances. If applicable, it may also be helpful to have information about your current retirement accounts, insurance policies, or financial goals so the conversation can be more personalized.
Helping individuals and families protect what matters most, build lasting wealth, and leave a legacy for generations to come.
Contact Us:
📍 California
📞 (213) 267-4659
✉️ msalazar.surgealliance@msalazar-surgealliancesurgealliance
🕒 Monday – Friday
9:00 AM – 6:00 PM (PST)