Secure Your Future:
Health, Wealth, Life Insurance & Retirement Planning
Kelly Howard is a seasoned wealth coach and retirement specialist with over two decades of experience. Committed to guiding individuals, families, and small businesses through the intricate landscape of health and life insurance, retirement planning, and Medicare options, Kelly expertly navigates her clients toward optimal solutions tailored to their unique needs.
Throughout her journey, she builds lasting connections and is passionate about educating her clients on financial planning and insurance coverage. Kelly is driven by a desire to establish financial stability and multigenerational prosperity through life insurance and annuities, ensuring her clients are well-equipped for a secure future.
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Our Comprehensive Services
Individual Health Insurance
ACA & Covered California
Find affordable health coverage tailored to your needs. Through the ACA and Covered California, you can access individual health insurance plans that fit your lifestyle and budget, ensuring peace of mind and comprehensive care. Click the link below to get a quote.
Life Insurance
Term Policy
Secure your family’s future with an affordable, straightforward life insurance solution. A term policy provides essential coverage for a set period, ensuring financial protection when your loved ones need it most.
Permanent Life Insurance
Indexed Universal Life & Whole Life Policies
Unlock the potential of your life insurance policy with an IUL or WL plan. An IUL offers flexible cash accumulation and growth through market-linked interest, while Whole Life ensures lifelong coverage with guaranteed cash value growth. Together, they provide protection and the opportunity to build wealth for your family’s future.
Fixed Indexed Annuity (FIA)
Retirement
Plan for a stable retirement with an FIA. This option guarantees income for life, allowing you to retire with confidence, knowing your future is secure and financially supported.
Medicare
MAPD, Part D, and Med Supp
Navigate the complexities of Medicare with ease. Whether it’s Medicare Advantage (MAPD), Part D, or a Medicare Supplement, get the coverage that meets your healthcare needs and protects your well-being.
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Contact Us
We’re committed to helping you achieve your financial goals and ensure a secure future. Please complete the form with your information so we can better understand your needs and provide the support that’s right for you.