Practice Areas

Sunrise over a frozen lake in a mountainous forest, with snow-covered trees and rocks.

Jennie brings over 15 years of industry experience and a reputation for strategic, real-world financial solutions. Her approach is rooted in education, integrity, and long-term results, offering clients with proven strategies to build and protect wealth—without the guesswork, confusion, or unnecessary risk.

Our Services

  • A small green plant growing out of a pile of gold coins on a plain background.

    Strategic Asset Solutions

    Design personalized strategies to grow and safeguard your assets, aligned with your long-term financial and legacy goals.

  • Two people sitting on chairs by the ocean during sunset, with the sun near the horizon and casting a warm glow.

    Retirement Solutions

    Build a retirement strategy that offers guaranteed income, protection against market loss, and peace of mind—whether you’re just starting or preparing to retire.

  • Silhouettes of two children, one holding an umbrella, standing close on a grassy field during dusk or dawn.

    Life Insurance Strategies

    Protect your family and your wealth with tailored life insurance options, including advanced uses of permanent coverage for tax-advantaged growth and legacy building.

  • A long exposure photograph of a multi-tiered mountain waterfall with lush green moss-covered rocks and dense forest in the background.

    Guaranteed Income Solutions

    Create reliable, lifetime income streams through annuities and tax-advantaged rollovers designed to withstand market volatility.Description goes here

  • A person holding an open photo album with black and white photographs, showing children playing on bicycles, a house with a car parked outside, and a family gathered indoors around a Christmas tree.

    Legacy Solutions

    Ensure your wealth is transferred efficiently and strategically using tools that minimize tax exposure while maximizing family impact.Description goes here

  • Person reading a magazine titled 'The Entrepreneurs Guide to Success & Business Growth' at a cafe, holding a black mug with white text.

    Business Owner Strategies

    Support your business growth with customized planning—from succession strategies to tax-efficient financial structuring for long-term scalability.

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