Your Financial Future, Guided with Confidence
G3 Financial is your trusted partner for Medicare, life insurance, and long-term financial security. We bring clarity to complex decisions — so you can focus on what matters most.
Schedule a Consultation
About Us
Who We Are
G3 Financial is a growing, reputable financial services agency built on a simple promise: to deliver honest, personalized guidance for every client we serve. Whether you're navigating Medicare enrollment, securing life insurance for your family, or exploring retirement planning options, our team works alongside you every step of the way.
We believe that financial security shouldn't feel complicated. Our advisors take the time to listen, understand your unique situation, and recommend solutions that truly fit your needs — never a one-size-fits-all approach. With G3 Financial, you gain a long-term partner who's invested in your peace of mind.
Founded on the principles of trust, stability, and simplicity, we've earned the confidence of individuals and families across the country. Our commitment to transparency means you'll always understand your options, your coverage, and your path forward.
What We Do
Comprehensive Financial Services
G3 Financial offers a full suite of insurance and financial planning services designed to protect what matters most. From your health to your family's legacy, we provide the expertise and care you deserve at every stage of life.
Medicare Plans
Navigating Medicare can feel overwhelming. We simplify the process by helping you compare Medicare Advantage, Supplement, and Part D plans — ensuring you find the right coverage at the right price for your healthcare needs.
Life Insurance
Protect the people who depend on you. We offer term, whole life, and indexed universal life policies tailored to your family's financial goals, providing security and peace of mind for the years ahead.
Retirement Planning
Approaching retirement shouldn't mean uncertainty. Our advisors help you create a clear, actionable plan to maximize income, manage risk, and enjoy the retirement you've worked so hard to build.
Medicare
Medicare Plans Made Simple
Choosing the right Medicare plan is one of the most important healthcare decisions you'll make. At G3 Financial, we cut through the complexity and help you understand every option available — so you can enroll with confidence.
1
Assess Your Needs
We start with a thorough review of your current health, medications, and preferred doctors to determine which plan types best fit your lifestyle.
2
Compare Your Options
We present a clear side-by-side comparison of Medicare Advantage, Medicare Supplement, and Part D Prescription Drug plans — with transparent cost breakdowns.
3
Enroll with Confidence
Once you've chosen the best plan, we handle the enrollment process and remain available year-round for questions, changes, or annual reviews.

Open Enrollment season can be stressful — but it doesn't have to be. Contact us today to schedule a free, no-obligation Medicare consultation and get the answers you need.
Life Insurance
Protection Your Family Can Count On
Life insurance isn't just a policy — it's a promise to the people you love. At G3 Financial, we help you find coverage that fits your budget and your goals, whether you're a young family building a future or an individual planning your estate.
Our advisors specialize in matching clients with the right type and amount of coverage. We take the time to explain every detail, ensuring you feel informed and empowered in your decision.
Term Life
Affordable coverage for a set period, ideal for growing families.
Whole Life
Permanent protection with cash value that grows over time.
IUL Policies
Flexible coverage with growth potential tied to market indexes.
Why G3 Financial
Why Clients Trust G3 Financial
In a crowded industry, G3 Financial stands apart through our unwavering commitment to client-first service, deep expertise, and genuine relationships that last well beyond the first policy. Here's what sets us apart.
Client-First Philosophy
Every recommendation we make starts with your needs, not a sales quota. We listen carefully, advise honestly, and always put your best interest at the center of every conversation.
Licensed, Experienced Advisors
Our team holds active licenses in health and life insurance across multiple states. We stay current on industry changes, carrier offerings, and regulatory updates so you don't have to.
Year-Round Support
We don't disappear after enrollment. G3 Financial clients receive ongoing support, annual plan reviews, and a direct line to their advisor whenever questions arise.
Trusted by Families Nationwide
From individuals approaching retirement to young families planning ahead, our clients trust us with their most important financial decisions — and refer us to the people they care about most.
Client Stories
What Our Clients Say
Don't just take our word for it. Hear from real clients and partners who've experienced the G3 Financial difference firsthand.
"G3 Financial made my Medicare enrollment completely stress-free. My advisor explained every option clearly and helped me save over $200 a month on my plan. I finally feel confident about my coverage."
— Margaret T., Medicare Client
"After losing my husband, I had no idea where to start with life insurance for myself and my children. The G3 team treated me like family and found a policy that gave me real peace of mind."
— Denise R., Life Insurance Client
"Joining G3 Financial as an agent was the best career decision I've made. The training is outstanding, the leadership is accessible, and the compensation is better than anything I've seen in 15 years in this industry."
— James L., G3 Financial Partner Agent
98%
Client Satisfaction
Clients who would recommend G3 Financial to a friend or family member
5K+
Policies Placed
Medicare, life insurance, and supplemental plans delivered nationwide
50+
Carrier Partners
Top-rated insurance carriers ensuring you get the best options available
Our Process
How Working With G3 Financial Works
We've designed a straightforward process that respects your time and puts you in control. From the first conversation to ongoing support, here's what you can expect when you partner with G3 Financial.
Every engagement begins with a free, no-obligation consultation — either by phone, video, or in person. We never pressure, never rush, and never recommend a plan that isn't right for you. Our advisors are compensated by carriers, which means our services come at no additional cost to you.
Get In Touch
Let's Start the Conversation
Do you have questions about Medicare, need guidance on life insurance, or want to explore options for retirement planning? We're here to provide clear answers and personalized solutions. Taking this first step can bring you closer to financial clarity and confidence.
Schedule a Free Consultation
Book a free, no-obligation call with one of our licensed advisors. We'll listen to your needs, answer your questions, and help you explore the options that fit your life.
📞 Call Us: (801) 346-4791
📧 Email: admin@g3financial.com
📍 Office Hours: Mon–Fri, 9AM–6PM EST
What to Expect
During your consultation, you can expect us to:
  • Actively listen to your unique needs and goals.
  • Clearly explain your options without jargon.
  • Never pressure you into a decision.
  • Provide our expertise at no additional cost to you.
Join Our Team
Partner With Us — Agent Opportunities
G3 Financial is growing — and we're looking for motivated, service-oriented insurance professionals to join our team. Whether you're a seasoned agent seeking a better platform or just starting your career in financial services, we provide the tools, training, and support to help you thrive.
Training & Mentorship
Comprehensive onboarding, ongoing education, and one-on-one mentorship from experienced leaders.
Competitive Compensation
Top-tier commission structures, performance bonuses, and long-term residual income opportunities.
Technology & Leads
Access to proprietary CRM tools, lead generation systems, and marketing support to accelerate your growth.
We don't just recruit agents — we build careers. If you're ready to grow with a team that values integrity and results, G3 Financial is the right fit.