About Us
Planning Futures
Since 1998, we have helped create programs and portfolios to help you meet short-term and long-term financial goals. Have questions about annuities, investments, taxes, retirement, and/or estate planning? One of our experienced credentialed professionals would be glad to help.
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current plans and portfolio. Then we recommend an investment strategy designed to meet your selected risk tolerance.
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Our Team
Manager
Sherry began her insurance and investment career in April, 1979 as an agent/planner with Steve Earp Insurance. She left SEIA in 1999 and started her sales career as an agent with AARK Insurance. She’s also been at Annuity Help to you™, a WebQuote™ Agency, in addition, since 2010. She raises pedigree horses with her son and researches genealogy in her spare time.
Agents
We are currently adding licensed, certified financial planners and agents. Please complete the Form below if you are interested in applying.
Brokers
We are also in process of bringing in licensed brokers. Please complete the form below to express your interest.
we also help with:
WebQuote Final Expense™
WebQuote Life Insurance™
WebQuote Life Insurance™
Should you pass on before you expect, are your loved ones protected from the final expenses? The funeral, the service, the burial? All these things could financially destroy your loved ones. Get prepared with a Final Expense policy to protect them!
WebQuote Life Insurance™
WebQuote Life Insurance™
WebQuote Life Insurance™
How many children do you still have at home? How much debt is still in the process of being paid off? Should a major medical event happen to your life, is your family financially prepared for the after effects?
Retirement Income? TNTS™
WebQuote Life Insurance™
Retirement Income? TNTS™
Are you considering adding an online business to beef up your retirement? Are you loving social media and want to use it to promote your product or service? Share your great stories to help turn potential customers into loyal ones.
Medicare Supplements
Senior Discounts at AARK™
Retirement Income? TNTS™
Medicare does not cover "everything". If you are shopping for a medicare supplement, we can help you shop.
Medicare Advantage Plans
Senior Discounts at AARK™
Senior Discounts at AARK™
Medicare advantage plans can include, dental, Rx, gym memberships, and of course the regular Dr visits and Hospital stays. Some even have a -0- premium. We can help find what fits your needs and budget!
Senior Discounts at AARK™
Senior Discounts at AARK™
Senior Discounts at AARK™
Insurance, Food, Travel, Promotions, Senior Discounts, help and wisdom, everybody senior can benefit.