About Us |
Tiffany Williams-Parra | Managing Partner
Tiffany Williams - Parra is an insurance agent with the drive and passion to help others gain better health in the physical and financial areas of life!
Through her personal health and wellness journey, Tiffany discovered not only the importance of being healthy in her body but also being healthy when as she builds her legacy. When told her current health habits could possibly lead to her demise, Tiffany decided to get herself first physically healthy then she focused on ways to make her financially healthy as well. After learning ways to successfully accomplish her goals, Tiffany has made it her mission to help educate her clients on ways to create a healthier happier lifestyle they and their families can enjoy for years to come. Tiffany feels your health is most definitely your wealth. When you learn this at an early age you can build a strong foundation for when you reach retirement age. Through her guidance, Tiffany helps her clients create a more comfortable retirement and financial security in the case they are hit with a situation which could create a catastrophic loss to the family. She helps them feel more confident that they are protected, and their family can thrive through any situation. Tiffany provides a level of customer service that builds trust and compels her clients to refer friends and family so they too can experience the same level of compassion and care. Tiffany serves those who want guarantees in their retirement years and helps those yearning to leave a legacy for their loved ones. Tiffany’s main goal is to help her clients build a legacy and secure a guarantee in their retirement years. Tiffany believes we should all live our best life and she is here to show her clients how. Estate Docs Pro 10 Day Free Trial:Explore the world's first 100% cloud based Estate Planning software platform, for free! Get your plan started today with our fully featured estate planning system and pay nothing until you are ready to print! Click here for more information!
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!