Why Choose Us?

We don't just focus on numbers. We focus on YOU, and care about your total well being. We are committed to helping you achieve your financial goals while considering your emotional and personal needs throughout your financial journey.

Flexible Schedule

Being a mom in the sandwich generation, as well as a healthcare ... Read more

Experience and Skill

My long healthcare experience combined with 20 plus years ... Read more

Retirement Planning

Transitioning from saving for retirement to drawing a sustainable ... Read more

Listening

Financial planning is as much emotional as well as practical. ... Read more

About

We are your trusted partner who goes beyond financial planning and takes a holistic approach to your financial well being so you can live with dignity, ease and grace.

Women and Healthcare Professionals

More than financial planning, we help clients with Dignity Planning. Dignity planning encompasses a comprehensive approach that enables us to live and retire with dignity. It involves financial planning for longevity, addressing long-term care needs, and maximizing one’s legacy. By understanding and incorporating these elements, we can ensure that the money we worked hard to save will honor our values, goals, and autonomy.

  • Being able to focus on getting better because money is not an issue
  • Being able to live comfortably and pay your bills even if you’re sick and can’t work
  • Being able to take care of your sick family member because you can afford not to work
  • Being able to afford the best care even when not covered by health insurance
  • Living a quality of life until your last days
  • Continuing to take care of the people who matter most even when you no longer can
  • Empowering you with peace of mind, enjoying the present, knowing that you have taken the necessary steps to secure a dignified future for yourself and those you cherish the most.

Products and Services We Provide

Happy Customer

Read what our happy customers have to say about their amazing experiences with our products & services!

Sheilla is a joy to do business with. From the start, she's both professional and personable. You can tell she really cares about you and is interested in your best experience first and foremost. Being also in the healthcare industry I instantly related to Sheilla. Her concern and attention to detail..even coming out on a Sunday, to fill out and complete paperwork for my second policy with her, she was gracious and thorough and we had a really great connection. I not only call her my insurance person, she's also my friend. If you're looking for someone you can trust to be honest, helpful and outstanding to handle your life and insurance needs, Sheila's your person! Five stars easily!

K.K

Sheilla helped me with a customized plan, made me feel secure about my future. I felt comfortable with Sheilla because she is honest, transparent and knowledgeable about different options. She listened carefully and addressed my concerns, always making herself available to talk to me, if I have questions or concerns. She empowered me to be equipped with financial knowledge that could help me make the right choices, instead of simply following many I know. Sheilla's assistance was such a positive experience that I wish to recommend her to others

G.F

She is very approachable and professional. She helped me a lot in different aspects of life and made it sure that me and what matters in my life are protected. Very responsive to all my queries. Trust worthy and I felt so safe working with her. Highly recommended

F.D

Sheilla has been wonderful since day one. She is such a pleasant person to work with, and clearly cares about her customers' experience. It is also apparent that she has passion for what she does. I recommend her without hesitation. She helped me set up my business 401k plan and life insurance for my family. She responds quickly to our questions and needs.

J.A

Sheilla is very professional, informative, and very responsive to all our questions and inquiries. She explained things to us very thoroughly and gave us the best options that would benefit me and my family. Thanks to Sheilla, I know my family will be taken care of and gave me a peace the of mind and security.

G.N

I am so very happy with the outcome of my meetings with Sheilla. She listened to what I wanted to do, examined what I already had and then put a plan together for me. The outcome was far better then what I had. She reduced my monthly premium. She reduced the total amount of time I would need to pay my premium and she increased the face value of my policy by more than $100,000! And she did all of this by working with my extra out of control life!!! I highly recommend Sheilla, let her help you solve your long term care and life insurance needs.

P.F

Sheilla is great at helping people because she loves what she does. She continues to help me in making sure that I’m taken care of when it comes to providing customer service or being a business advocate. From my experience, she will go out of her way to help even with minor issues. If you aren’t sure about your life insurance needs, then go contact Sheilla today! You’ll be glad you did!

J.D

Latest Posts