Health. Wealth. Time.
We protect it for you.
Schedule a complimentary educational call to
understand your options, and learn how we can help.
What Symmetry Financial Offers
Comprehensive Insurance & Financial Planning with 30+ Industry-Leading Carriers
As independent consultants with Symmetry Financial Group—recognized by Forbes for its commitment to excellence and client value—we provide financial planning and underwriting services designed to protect your future and maximize your financial potential.
Unlike captive agents, we work solely for our clients—not a single carrier—giving us the flexibility to shop across 30+ top-rated providers to secure the best coverage at the best value. Whether you're an individual, family, or business owner, we help you protect your equity, leverage your income, build wealth, and plan for a secure future with tailored strategies that fit your unique needs.
Mortgage Protection
Safeguard your home and family with our comprehensive mortgage protection plans. In the event of unforeseen circumstances like disability, loss of income, or death, ensure your mortgage payments are covered, preventing financial strain on your loved ones and securing your family's residence.
Life Insurance
Explore our tailored life insurance policies, which provide peace of mind for you and financial security for your loved ones. From term life to whole life insurance, which may include riders and living benefits, we help you choose the best coverage to meet your family's needs and future goals.
Final Expense Insurance
Plan ahead with our final expense insurance solutions, designed to cover end-of-life costs such as funeral expenses and outstanding debts without detracting from the existing assets you worked so hard to build for your loved ones. Relieve your family from financial burdens during difficult times with our specialized coverage options.
Disability and Critical Illness Insurance
Protect your income and lifestyle with our disability and critical illness insurance policies. In case of unexpected health issues, ensure you have the financial support needed to maintain your or your family’s standard of living so they can focus on you and you can focus on recovery.
Retirement Planning
Secure a comfortable future with our personalized retirement planning services. We assist you in building a robust retirement strategy, including investment advice and savings plans, to help you achieve your long-term financial objectives.
Smart Start
Wealth Planning
Give your children a head start with our Smart Start wealth planning programs for families. We offer strategies to build and preserve wealth for future generations, ensuring your family's financial stability and prosperity.
Debt Free Life®
Take control of your finances with our Debt Free Life® program. We provide customized plans to eliminate debt efficiently, helping you achieve financial freedom and peace of mind.
Health Care Plans
Navigate the complexities of health care with our expert guidance. We offer a variety of health care plans tailored to your needs, ensuring you and your family have access to quality medical services without financial stress.
Start with a call.
A 10-15-minute call allows us to understand your goals and circumstances so we can quickly present you with the best options you qualify for in the following meeting.
There’s no obligation to work with us, but our field underwriters can often get you approved on the day of your application, so you’re covered when you need it most.
Get in touch!
Are you interested in learning more and exploring your options with over 30 carriers?
Please fill out the form, and we will contact you soon.
The process of working with us:
We begin with a brief call during which we’ll ask standard health and financial questions required by carriers to understand your needs, goals, and eligibility.
We schedule a follow-up one to two business days after the initial call. We can’t overinsure you, and you don’t want to be left underinsured, so we research the best options for you during this time.
In our meeting, if you'd like to move forward with one of the plans we present to you, we complete the application together. We are field underwriters, so carriers often approve our clients within a day, so you can rest assured you’re covered and taken care of should anything happen.
We are here for you whenever you need us, but, at minimum, we’ll have an annual check-in to reassess that your retirement, life, wealth, mortgage, and health plans still serve you to their fullest.
We can’t wait to get started and help you build a financially bright and secure future!
There’s nothing better
than seeing you thrive.
As both a business owner and a full-time professional, I’ve experienced the financial gaps that leave individuals, families, and businesses vulnerable. When I ran my first business, I wish I had known how to protect my income, leverage insurance to build wealth, and create lasting financial security.
Working in marketing and business development in the software industry, I enjoyed corporate benefits like healthcare and a 401(k). But I soon realized that these benefits only last as long as your job does. Savings can disappear quickly when life takes an unexpected turn, leaving many Americans without real financial stability.
That’s why I’m passionate about helping individuals, families, and business owners take control of their financial futures. Whether it’s:
✔ Protecting your income, home, and loved ones
✔ Building a strong retirement strategy
✔ Providing financial security for employees or business partners
✔ Ensuring your children’s future is safeguarded
I provide customized financial solutions to help you build wealth and protect what matters most.
As a working mother of two, I understand firsthand the need to plan for today and tomorrow. Let’s create a financial strategy that gives you confidence, security, and peace of mind.
Because financial security isn’t just about having a plan—it’s about having the right one.
📩 Let’s plan your best life together. Contact me today!
