Life Insurance
Retirement * Wealth Management * College Planning * Disability * Long-Term Care
I love connecting with people, and helping the individuals, families and business owners of our community keep and control the money they earn.
- Stacy Segal
Our Services
Life
Insurance
Life Insurance is the cornerstone of any strong financial plan. We will help you build a secure foundation.
College
Planning
Parents wonder how they can retire if they pay for their children's college. We will help you do both.
Disability
Insurance
Income does not need to disappear if you cannot perform your own job due to injury. We will help you pay your bills.
Long-Term
Care Insurance
Being unprepared to pay for assistance with daily living causes stress. We will help you plan for life in your golden years.
Retirement
Strategies
A little preparation now means more money in your pocket later. We will help you protect your money from the IRS.
Wealth
Management
Debt is one of the biggest obstacles to wealth creation and financial freedom. We will help you feel secure.
Testimonials
Stacy handled my family's insurance needs with professionalism and attention that was far above anything we expected. Her attention to detail and ability to break down the options was not only helpful but extremely appreciated. We are a busy family with three kids and Stacy understood our time restraints and was able to work with our schedule. We will use her again and highly recommend you speak with her about your insurance needs.
Matthew Stein
Owner, Law & Stein, LLP
Ready to find out more?
To schedule a free initial consultation, presentation, speaking opportunity
or webinar, click here or contact us below!