Chieko Altonaga with Sozo Living Co.

07/04/2025

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!

06/21/2025

06/19/2025

Today we celebrate Juneteenth by reflecting on the history, culture, and achievements of African Americans everywhere.

06/16/2025

Make an impact in the areas that matter most to you, while still moving towards your financial goals. Learn more about sustainable investing.
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06/15/2025

To all the dads who work hard, lead with love, and build strong futures—this day is for you! Thank you for all you do.

05/25/2025

Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us.

05/21/2025

I had the honor of volunteering with my team on May 17th 2025 Armed Forces Day. For the Xtreme Cotour GI Foundation, on their 17th annual Ride for Troops. I truly enjoyed myself. I would like highlight the success of the event as well as invite you to donate or join next year!

05/14/2025

Building wealth is one thing — maintaining it is another. This checklist for high-net-worth individuals outlines key strategies to protect and grow wealth, covering everything from asset assessment to smart spending strategies and long-term financial security.

A strategic guide to managing, preserving, and expanding your wealth for long-term financial security.

05/12/2025

Happy Monday!
As I step into a new week, I’m reminded that my most important and rewarding role is being a mother.

Motherhood teaches us the essence of leadership—sacrifice, guidance, nurturing, and protection. It’s a 24/7 commitment, and the returns come in the form of growth, resilience, and hope for a better future.

These values shape how I serve my clients—whether it's protecting a family’s future, guiding business owners through key decisions, or helping individuals plan with purpose.

If you're looking for someone who leads with heart and strategy, I’d love to connect.

03/19/2025

Jack wanted to reduce estate taxes, ensure his life insurance proceeds would be used wisely, and protect his assets for future generations. Jack learned that by establishing an irrevocable life insurance trust, he could address all these worries effectively. Watch Jack's story to see how an ILIT reduced his taxable estate, minimized his tax liabilities, and maximized the inheritance for his loved ones. To discover how an ILIT can benefit you and your family, reach out today and let us help you secure your legacy for future generations.

This is "Removing Life Insurance from Estates with Irrevocable Trusts" by The Nautilus Group® on Vimeo, the home for high quality videos and the people…