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RAMSEY-TRUSTED PRO

Protecting Your Today
and Your Tomorrow 
  • Ramsey-Trusted Pro

  • National LTCi | Extended Care Plan Specialist

  • Medicare Plan Advisor

  • Life & Health 

  • Retirement Protection

  • Final Expenses

  • 401(k) Rollover

  • Mortgage Protection

Meet Laura Peery

  • Ramsey-Trusted ELP

  • National LTCi | Extended Care Plan Specialist

  • Medicare Plan Advisor

  • Retirement Planning and Protection

  • Inheritance & Wealth Transfer

  • Life Insurance needs and ways to use life insurance for future planning,

  • Health Insurance Options, including dental, disability, health matching accounts, and critical illness.

  • Senior Care Placement Advisor referrals

  • Check out SKYWRITERSTUDIO.COM - Your life stories and family history preserved on film. 

Licensed/certified, I am endorsed by Dave Ramsey as an Endorsed Local Provider.  I evaluate each client's objectives to make meaningful and cost-effective recommendations, focused on building/protecting wealth, and legacy planning. 

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"Failure to plan is planning to fail.

"Live like no one lives, so you can give like no one gives."  

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Protecting your today and your tomorrow

Medicare Solutions

We know how important it is to get personal attention and care. We give every client the attention they need to choose, understand, enroll in and maintain the best Medicare coverage. We provide personalized, caring, and expert advice to each and every client so they get the most out of their coverage for today and tomorrow.
 

Step by step we guide you through the Medicare process. We help you understand your choices, enroll you in a plan that fits your needs and help guide you each year to ensure you maintain the best coverage for your needs.

Whether you’re looking for a plan that covers all of your medical needs or all of your medical expenses, we can help. We can walk you through the best Medicare options suited to your needs.

 

Our support doesn't stop once you're covered. All clients continue to have access to our team of caring and knowledgeable advisors so that whenever you're in need, we are here to help and support you. 

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Staying Healthy

“ No matter what your age, I believe that a healthy lifestyle isn't just a regular exercise routine or your eating habits, but a synergy of a healthy mind and body. Wellness of body, mind and spirit will help you to meet your goals, and live a more fulfilled life.”    Laura Peery

Many health insurers offer discounted premiums and other incentives to encourage you to make healthy habits a part of your lifestyle. Whether you are insured with Medicare, or have your own private insurance, shaping up or kicking bad habits can pay big dividends.

Wellness programs are resources designed to promote and improve health. They often involve financial incentives for workers to take part in or complete the program. They also are designed to cut healthcare costs for both workers and employers. Some examples of wellness programs include gym memberships, tobacco cessation programs, healthy lifestyle coaching, diabetes management and mindfulness programs.

 

Senior Citizen Exercise Class
Health Matching Accounts
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Long-Term Care 

We are living longer than ever before. This increase in longevity comes with many important decisions associated with today’s longer life expectancy. Longevity Planning integrates health care, financial management, and personal life goals into a strategy that is geared to enhance the security and dignity of each individual’s mature years.  Did you know?
 

  • 1 of 4 Americans age 65 will live into their 90s

  • 70% of people over age 65 will require some long term care services at some point

  • Women are especially at risk.  At age 65, they have a 79% chance of needing care

  • Married couples have over a 90% chance that one of them will need care

  • 71% of Americans worry about having enough money to last their lifetime

We offer solutions. Click on the True Freedom image for more information.

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Protecting You and Your Family

No matter your budget or your health, we have an affordable solution for your financial wellness. Protect your nest egg, reach your financial goals, have the freedom of choice of care and help you stay OUT of the nursing home!

 

  • Wealth Management

  • Annuities

  • Saving for College

  • Retirement Planning

  • Tax and Estate Planning

  • Wills & Trusts Planning

Considering an Annuity

​Annuities are a good investment for people wanting a reliable income stream during retirement. An annuity is a way to grow your retirement savings portfolio with:

  • Regular Payments

  • Your contributions can grow tax-differed

  • Death Benefits can be included

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