Financial Wellness &
Protection
Protect What Matters Most. Plan for the Future with Confidence.
Financial wellness is about more than money—it's about creating stability, protecting the people you love, and making informed decisions that support the life you've worked hard to build.
Why Financial Wellness Matters
Financial wellness is about more than preparing for the future—it's about creating the freedom to live with confidence today.
Having a thoughtful financial strategy can help you navigate life's biggest milestones with greater clarity and peace of mind. Whether you're planning for retirement, becoming eligible for Medicare, protecting your loved ones with life insurance, preparing for long term care needs, reviewing your current coverage, or exploring financial planning strategies, taking proactive steps today can help you build a more secure tomorrow.
My goal is to provide education, personalized guidance, and access to the resources you need so you can make informed decisions that support your long-term wellbeing and financial future.
Because true wellness isn't just about living well—it's about feeling confident in every stage of life.
Who I Help
I work with individuals and families who are ready to protect what they've built and plan confidently for the future, including:
Adults approaching age 65 who are preparing for Medicare.
Retirees and pre-retirees planning for a secure and sustainable retirement.
Individuals and couples looking to protect their loved ones with life insurance.
Families planning for future long-term care needs.
People who want to review their current insurance coverage and explore their options.
Individuals seeking retirement income and financial planning strategies designed to support their long-term goals.
When Should We Talk?
Now is a great time to schedule a consultation if you are:
Turning 65 within the next 12 months.
Planning to retire in the next 5–10 years.
Recently retired and reviewing your income strategy.
Unsure whether your current Medicare coverage still meets your needs.
Wondering if your family has adequate financial protection.
Looking to protect your retirement savings and create greater financial confidence.
Interested in reviewing your current policies to identify potential gaps or opportunities.
How I Can Help
Financial Planning & Retirement Strategies
Helping you develop a personalized strategy for retirement, income, wealth preservation, and your long-term financial goals through education, guidance, and access to trusted financial planning resources.
Annuities
Explore solutions designed to provide guaranteed lifetime income, help protect your retirement savings, and create greater confidence for the years ahead.
Long-Term Care Planning
Long-term care expenses can quickly deplete a lifetime of savings and place significant financial strain on families. Planning today can help safeguard your assets, provide greater peace of mind, and ensure you have a strategy in place for whatever the future may hold.
Life Insurance
Helping protect the people you love with solutions that fit your goals and stage of life.
Critical Illness Coverage
Helping reduce financial stress if a major illness interrupts your life.
Medicare Guidance
Helping you understand Medicare so you can choose coverage that fits your healthcare needs and budget.
Financial Checkups
Already have insurance, annuities, and/or medicare?
Let's review what you currently have to identify potential gaps, unnecessary costs, or opportunities to better align your coverage with your goals.
Let's Build a Plan That Works for You
Whether you're planning for retirement, reviewing Medicare, or protecting your family's future, I'm here to help you explore your options with confidence.
Disclaimer: Insurance products are offered through my licensed insurance practice. Financial wellness services on this page relate to insurance products and education only and should not be considered legal, tax, or investment advice. Coaching, wellness, and spiritual services offered through Conscious Wellness Services are separate and independent from insurance services.
“"What stood out most was how much time Deana spent getting to know my family's needs before making any recommendations. She genuinely wanted to help us find the right solutions instead of the quickest sale. I now have peace of mind knowing we have a plan in place to protect our future."
-R.N.
Frequently Asked Questions
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Not at all. While I specialize in helping those approaching or enjoying retirement, I also work with individuals and families looking to protect their loved ones, prepare for the future, review existing coverage, and build greater financial confidence.
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No. Your initial consultation is completely complimentary. This meeting is an opportunity for us to discuss your goals, review your current situation, answer your questions, and determine which options may be the best fit for your needs.
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Not at all. My goal is to help you understand your options—not pressure you into making changes. If your current coverage is meeting your needs, I'll tell you. If there are opportunities to better align your coverage with your goals, we'll review those together so you can make an informed decision.
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To make the most of your appointment, please bring:
Your Medicare card (if applicable)
Your current Medicare Advantage or Medicare Supplement insurance card (if applicable)
A list of your current prescriptions
The names of your preferred doctors and specialists
Information about any other health insurance coverage you have
Your Social Security benefit information (if applicable)
Information about any retirement or other sources of income
Any existing life insurance, long-term care, annuity, or other insurance policies you'd like reviewed
Any questions, concerns, or financial goals you'd like to discuss
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At least once a year. Your healthcare needs, financial goals, and life circumstances can change over time. An annual review helps ensure your coverage and financial strategies continue to support your current needs and long-term objectives.
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Absolutely. I offer both virtual and in-person consultations, making it easy to connect in the way that's most convenient for you.
Move Forward With Intention
Completing this form before our meeting allows me to better understand your needs and prepare personalized recommendations for our conversation.
Documents to Bring
Please bring the following to your consultation if applicable:
Medicare card
Current insurance cards
Prescription list
List of preferred doctors
Existing insurance policies
Social Security benefit statement
Retirement or pension statement
Any questions you'd like answered