424 S. Washington St.
I have been in the insurance industry since 2006 and a business owner since 2013. I am passionate about helping women (and a few good men) achieve their financial goals today, tomorrow, and well into their retirement. I help my clients with my signature method the 3 P’s. Plant + Protect = Prosper
My clients receive education through personalized reviews and educational seminars learning how to PLANT what is necessary, PROTECT what is important so they can PROSPER without financial worry in retirement. Some of the areas I help my clients are:
Personal Strategies for:
Long Term Care Insurance
Guaranteed Income Solutions
Roth and Traditional IRA Funding
Rollovers from prior retirement plans
Business Strategies for:
SIMPLE & SEP IRA's
Funding for Buy/Sell Agreements
Key Person Planning
More about me:
I am married, have 1 son and 2 grandchildren. I have been a caregiver when my son was young and truly understand the struggles in planning for care. I enjoy live music, gardening, writing and being involved in my community supporting women. As a woman and a business owner I understand the needs we face as women and truly enjoy helping women achieve their dreams and goals.
I am responsible for helping our clients with any service needs once their policies are in place. Whether it’s changing banking information for payments, updating beneficiaries, or helping you access your policies online I am here to assist you with your needs.
More about me:I am married with 2 adult children and have lived in the Sonora community for over 22 years. I have been a caregiver for my parents when they needed it and understand the importance of having the help and support when you need it. I am passionate about working with our senior clients helping them with claims, losses service needs as they come up. Keeping up to date with contact information is vital to make this process easier for your loved ones. I look forward to assisting you with your service needs.
I am responsible for reaching out to our clients on an annual basis to schedule a strategy session with Michelle. This is our clients opportunity to review current policies in place, as well as, talk about other strategies to help them achieve their financial goals. Our signature process is the 3 P’s. Plant + Protect = Prosper
Our clients receive education through personalized reviews and educational seminars learning how to PLANT what is necessary, PROTECT what is important so they can PROSPER without financial worry in retirement.
More about me:I am a mother to 2 beautiful, intelligent, sassy daughters. A wife to a brilliant, caring man. I am a Cervical Cancer survivor whom was diagnosed when I was pregnant with my youngest daughter in 2014. With the support of my family, the help of AMAZING doctors and nurses, & the healing hand of God. I beat it! And my daughter is now a thriving little girl. I've learned that miracles happen and with a positive attitude & with God, ANYTHING is possible!