RAMSEY-TRUSTED PRO
Protecting Your Today
and Your Tomorrow
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Ramsey-Trusted Pro
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National LTCi | Extended Care Plan Specialist
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Medicare Plan Advisor
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Life & Health
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Retirement Protection
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Final Expenses
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401(k) Rollover
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Mortgage Protection​
Meet Laura Peery
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Ramsey-Trusted ELP
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National LTCi | Extended Care Plan Specialist
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Medicare Plan Advisor
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Retirement Planning and Protection
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Inheritance & Wealth Transfer
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Life Insurance needs and ways to use life insurance for future planning,
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Health Insurance Options, including dental, disability, health matching accounts, and critical illness.
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Senior Care Placement Advisor referrals
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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.
"Failure to plan is planning to fail.
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"Live like no one lives, so you can give like no one gives."
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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Health Matching Accounts
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?
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1 of 4 Americans age 65 will live into their 90s
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70% of people over age 65 will require some long term care services at some point
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Women are especially at risk. At age 65, they have a 79% chance of needing care
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Married couples have over a 90% chance that one of them will need care
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71% of Americans worry about having enough money to last their lifetime
We offer solutions. Click on the True Freedom image for more information.
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!
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Wealth Management
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Annuities
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Saving for College
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Retirement Planning
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Tax and Estate Planning
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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:
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Regular Payments
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Your contributions can grow tax-differed
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Death Benefits can be included