Meet Our

Principle Agent

Jeffrey Marshall Nail

Senior Financial Associate • Retirement Planning Specialist • Insurance Broker

Welcome and thank you for visiting

I am Jeffrey and next to me are my two beautiful and amazing Daughters Mireia-Jael (Me-rey-uh- Jai-el with a rolled R) and on the right is lovely little Dorothy Rose. As the founder of Fidelis Financial Foresight, I bring more than just technical expertise—I bring heart and vision. As an ENFJ, a personality type that makes up less than 3% of the global population, I am driven by a deep desire to help others succeed. ENFJs are known for their empathy, charisma, and ability to inspire action. But there’s more—my Enneagram 1w2 personality type reflects my commitment to moral integrity and helping others. The "1" is often called "The Reformer," guided by a strong sense of justice and a passion for doing what’s right. The "wing 2," known as "The Helper," brings compassion and a desire to support others in achieving their best. This unique combination means I don’t just want to help you meet your financial goals; I feel a profound responsibility to ensure every recommendation I make aligns with your values and long-term well-being. I am a Service Disabled Veteran of the United States Marine Corps, and once they get finished processing my application I will have a logo to display with my others on the About Us page. As a victim of Childhood Trauma and CSA and having had CPTSD since I was 3 years old, I suffer from a disorder that makes me a Hyper-Sensitive Empath that feels emotions (especially painful ones) much more powerfully than normal. I stand with and for anyone who has or is suffering from abuse or trauma. I also stand with anyone suffering from mental illness of any kind, life's expectations of everyone are relentless in nature and those who continue to manage and keep pushing forward each and every day despite of how hard it may be, you are inspiring and beautiful just the way you are, and capable of so much more than you think. Never let anyone tell you what's possible, keep your head up and never give up. In my spare Time I like to write poetry and music lyrics, unfortunately I was not blessed with the ability to sing, but thankfully Ai is capable of taking my lyrics and creating songs with them. I am working on getting my first book of poetry published and will soon be releasing a book on the U.S. Tax code as it applies to retirement, savings accounts, and life insurance products.

Crash Light Flashes

Crash light flashesMy whole life burns to ashes

Fallen in the dark got nothing but fog on my glasses

Grasping for help since the pain never asses

And the train already left but only took the masses

It isn’t my time I'm not ready I don't get to shine

Not just yet not while there's so much on the line

I struggle struggle struggle oh trouble that's their design

Where do I fit in when I feel living is a crime

I'm not fine

When do I get to shine

Crash light flashes my world's rearranged

Somehow everything seems less deranged

My demons and I have become estranged

An angel entered my life and vows exchanged

I can't believe it my whole life has changed

It's finally my time I'm ready I do get to shine

And maybe I'll get brighter and brighter with time

No need to look back just climb climb climb

Leave the pain in the past It's only used to define

The person you were before you refused to give up each time

Crash light flashes again my whole life burns to ashes

had a chance & lost it pain grows time slowly passes

Two beautiful children their lives forever changed

My demons and I are no longer estranged

What do I do tell me Lord how can I pay

So my kids will understand I never wanted it this way

I'm still not ready not ready to shine

And it seems it's less likely the more that's on the line

struggle struggle struggle been my fault the whole time

That's why the train left me that very first time

Short answer long question bang bang I found mine

Crash light flashes I see a new view no smog no ashes

I battle my demons with every second that passes

I use my pain to grow and the shadow of my fear it surpasses

I can see clearly now I never needed any glasses

Perspective is what kept me away from joining the masses

Any place any time when I choose to I can shine

Remembering my example for my kids is on the line

Struggle struggle struggle I'll use it to build this time

Only your fear believes that your life is a crime

My life is mine my strength Devine

Go ahead now and shine shine shine

Crash light flashes my spark light anew

What hurt me mad me stronger my story a breakthrough

Instead of giving up I just grew grew grew

I just never saw it because it wasn't in view

Through sadness and loss I gained wisdom too

Instead of giving up my faith I did renew

And by bond with my children will be forever true

Crash light flashes I hit my stride I’ve shifted into gear

My role as a parent has never been more clear

Time to make memories moments that they will always hold dear

Teaching them both to always face every fear

To hold family close and loved ones near

and above all else one thing should always remain clear

I will always be their guiding star year after year

Crash Light Flashes thank God you stuck around

Your kids need their daddy here without you their problems would compound

It’s within you that their strength and confidence will be found

They need you to guide them and keep their feet on the ground

So cherish all the laughter and revel in the sound

They are the gift that truly keeps giving all of the year round

Shine now for you children in every endeavor

The example you leave them they will hold onto forever

That life may be a storm but you may stand firm remember

With love and strength you'll conquer every fear together

And someday when I'm old and gone

my spirit will be with you never surrender

If I had To Define It

What’s is love?

If by words it’s meaning I must express

A force too large too great too powerful

Simply writing of her darling smile could I an hour fill

No not by force or with gentle care could you do it

Into the gates of insanity would you pursue it

Love cannot be limited within the framework of words

Love an action a procession of actions

albeit so much more

Nation’s ablaze an Empire to raise for love man goes to war

Be mindful I tell you Un Corazón roto no es mejor

Safeguard and treasure this gift

do not spoil her love I implore

In every choice by all you have to give love comprises your symphony

If it was a voice it would be too loud to hear

If it were a melody it’s beauty would deafen your ear

If it were a dream of waking would you fear

As a truth a promise or a vow it’s intrinsically clear

Reciprocated between two A shared vision to revere

Heed my words see the truth in front of you appear

You’ll see you have all you ever needed year after year

Love is a word but words can’t comprise it

If you are not being true there’s no way to disguise it

Don’t lose your chance they won’t let you reprise it

A truth known without teaching you cannot surprise it

Take it for granted I bet the world that choice you’ll despise it

Give all that you have be all that you can be and hold fast

Share every bit like every day is your last

Loves litmus test has but one way to be passed

To be honest faithful supportive and true

Like you cannot be surpassed

And heaven was here to whole time you’ve learned at last

Beacon Through the Storm

Amidst darkness and light

In understanding and strife

Through heartless nights and righteous fights

The pressures so heavy they cut like a knife

We're not taught, yet we learn that life has few assurances.

Still, the current is a flow

Ever inwards and out

Creating the tides in life’s stormy seas of might

A flow that can be controlled with the proper insurances

Guiding us gently through chaos towards our future’s delight.

We plan swiftly in line

Saving every nickel and dime

Forced ever to spend we buy, we hate to be sold

With no plan set prior for the years when we are old

Praying we’ll have what we need if ever comes the time.

Yet a beacon shines

Like a lighthouse it stands

Welcoming us year after year with open arms and gentle hands

Ready to help us shape our future and lay out the plans

The Insurance salesman

guiding us through life’s uncertain and shifting sands.

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What people say about us.

Here are comments from our beloved clients

I am a small farmer, with my ranch located in the California Central Valley . That’s why I signed up for insurance – to make sure this farm is protected and stays with my family!

STANLEY INGLEY

I didn't even know that life insurance products could help me guarantee an income for life once I retire, now I feel much more secure about my retirement when it comes! No fixed income for me!