About Us
We’re here to understand what matters most to you and then to help you protect those things–it’s about making financial sense.
Making Financial Sense
Our Agency
Welcome to our family-run insurance agency, nestled in the charming heart of Rancho Santa Fe.
We proudly serve clients across California, offering a customized approach to insurance that reflects our values as a husband-and-wife team. With our family actively involved in the business, we strive to create a welcoming environment that fosters lasting relationships and a strong sense of community.Insurance can often feel overwhelming, but our mission is to demystify it. We believe in educating our clients, empowering you to make informed decisions that align with your needs, and protect what matters most. Through a thoughtful process of strategic review, design, and implementation, we develop comprehensive policies tailored specifically for your family and business.
At our agency, we aim to simplify the complexities of insurance, making it clear and manageable for you. We strive to help you navigate it all, ensuring you and your loved ones peace of mind. Together, let’s embark on this journey to secure your future—because we believe in making financial sense every step of the way!
Meet our team
Dedicated team of professionals
Get to know the talented individuals behind our travel agency
John Pollard
Insurance & Financial Services Professional | Co-Owner
Phoebe Chongchua Pollard
Director of Operations | Co-Owner
Our Approach
We are here to help protect and guide you.
We are your comprehensive resource for all your insurance and financial needs. We research, investigate, and write on topics that help you Make Financial Sense of your insurance and finances. The insurance industry is full of confusing and misleading information. We break it down and help you understand what you need and why. Have a question? We love to chat about insurance and financial services; feel free to contact us today.
Live Fit Magazine
We don’t just insure wineries and farms, we travel to learn about them– to see the vineyards, and explore wine regions and farms. Then we write about our adventures over at Live Fit Magazine.