Build a licensed practice alongside the work you already do.
Helping Hands Financial Solutions works with tax professionals, realtors, mortgage officers and business owners across California and Nevada — people whose clients already trust them with something that matters. And plenty of people who are none of those, and simply have a circle that trusts them.
California and Nevada · (858) 477-8005 · Se habla español
Who this is for
Most of the people we partner with are already sitting on a client base, and are already trusted inside it about money specifically. The rest already run a business of their own, and know what the first eighteen months of anything actually feels like. Both work — and neither is required.
You see the income, the dependents, the house that just got bought, the spouse who passed. Then the conversation stops at the return — and most of your year's revenue lands in a ten-week window whether you like it or not.
What this looks like for you →You know what a household earns, owes, and what just changed. You have one product, and the Fed decides each year whether anyone wants it. You also have a book of past borrowers who still take your calls.
What this looks like for you →You're there at the exact moment everything changes — new house, new baby, new marriage, a mortgage the family now has to survive. Then it closes and goes quiet until the next one.
What this looks like for you →A daycare, a salon, a contracting business, a shop. You may not have financial clients, but you have a network and you have already done the part nobody can teach. The barrier to getting licensed is unusually low right now, and what stops most people is the part we can teach.
Start here →Don’t own a business? You don’t need one. Plenty of the people who do best here work a normal job. What this actually asks for isn’t a company or a client list — it’s people who already trust you, and most people have more of those than they think. See what that looks like →
Life cover, living benefits, long-term care and disability, supplemental health, annuities, rollovers, college savings, debt solutions, tax resolution, business owner work. Seventeen categories, four groups, and a note on which of the clients you already have is sitting in each one.
Not tied to one shelf
We work through a national distribution partner holding contracts with a dozen carriers across life, retirement and supplemental health. There's no single product you'd be pushed to move, which is why the conversation can start with the client's situation.
Who we are
Helping Hands Financial Solutions is a family-run practice in California. We partner with professionals and business owners who already have relationships worth building on, help them get licensed, and support them once they are.
Helping Hands isn’t an insurance company and doesn’t sell insurance. Client work is done by Quintana Financial Group, our licensed sister practice — a different company, a different license and a different phone number. That is why the person you talk to here cannot sell you anything. Here's what that means.
What we do is explain this honestly, get people licensed without it dragging on for months, and stay reachable afterwards.
Director of Partner Development
Not a licensed agent
Runs partner development and onboarding — the conversation you'd have, the licensing paperwork, and making sure nothing and nobody falls through a crack. Not licensed to sell insurance.
Licensing coordinator
Gets you through the exam
Course, fingerprinting, application, appointment. The part that stalls people is almost always administrative rather than difficult.
What that means for you
· You talk to the same person every time.
· Nobody hands you a list of your own friends to call.
· No group presentation — your call is one-to-one.
· Conversations in English or Spanish, start to finish.
No presentation and no group call. You ask the awkward questions and get real figures. If it isn't for you, say so and that's the end of it.
Looking for coverage for your own family, rather than a career? You're in the right family. Helping Hands works with professionals who want to build a practice of their own.
For life cover, retirement or getting out of debt, that's Quintana Financial Group — our licensed practice, serving families across California and Nevada. Call (760) 422-5172 and you'll get a licensed agent, not a call center.