top of page
Stocks on a Screen


Easy Money Management Strategies


Our mission is to provide simple solutions to help prepare and protect you and your family. Specializing in financial literacy, wealth growth options, and retirement planning, we tell your money where to go and how to grow.


living benefits



Solution 1: Preparation

How much do you earn? What is your income?

The process of Personal Financial Planning is Intentional.


Money That You Earn


Cost of Living


Assets - Liabilities

Budgeting,  is "Managing your Money" - telling it where to go and how to grow. -@AtlInsuranceChic

The cost of no coverage adds up.


You need it. 

Solution 2: Protection


Life & Health: You Need It To Live

  • -A stroke occurs every 40 seconds in the U.S.

  • -6 in 10 Americans live with at least one chronic disease.

  • -Appox. 38.4% of men and women develop cancer in their lifetime.

  • -#1 reason households file for personal bankruptcy is due to medical debt.   National Life Insurance Company | Life Insurance Company of the Southwest

Auto: You Need it To Drive

Experts claim that an average driver will experience a "near accident" condition every month and is highly likely to be involved in an accident every six years.

-Car Insurance Comparison: Car Insurance Accident Statistics

Home: You Need it To Protect

-About one in 50 insured homes has a property damage claim caused by water damage or freezing each year.

-About one in 325 insured homes has a property damage claim due to theft each year.

-About one in 360 insured homes has a property damage claim related to fire and lightning.

-Insurance Information Institute: Facts & Stats Homeowners and Renters Insurance

Solution 3: Growth

Retirement Planning

The biggest concern retirees have is running out of money.

Experts estimate that you will need

70% to 90%

of your pre-retirement income (your income right now) to maintain your standard of living when you stop working.

Example: If you make $5000 monthly at 35, you will need to have at least $4500 coming to you in retirement monthly. Always consider inflation. 

*Tip: Saving $500 monthly in an Roth IRA Indexed account for ten years could save you $101,454.


Questions To Consider At Any Age

How Old?

How OLD do you want to be when you retire?

how much?

How much INCOME would you like coming to you as a paycheck when you retire?

Risk Tolerance?

 Are you ok with losing money in the Stocks? Or do you want to keep what you saved and what you gained? 


Did you know that an IUL is a strategy many affluent individuals implement into their retirement plan?


of workers admit they don't know as much as they should about retirement investing.


of retirees say their expenses remained the same or increased.


of those with a workplace retirement plan want an option to create a regular retirement income.

One size does not fit all! 
Sign up for updates about all things money.

Thanks for subscribing!

bottom of page