Concept YOUtopia LLC

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About Concept YOUtopia LLC

At Concept YOUtopia, we represent a great team of professionals licensed to help you create, manage and protect wealth with Financial Planning, Property & Casualty, Health, Disability & Life Insurance, Real Estate and Life Coaching for individuals, families and businesses. We are your one-stop shop to personal and financial well-being. We provide expert advice and consultation to help improve the lives of our clients.


Fleming Island, FL 32003

Question and answer

Q. What education and/or training do you have that relates to your work?

A. Required continuing education every 2 years.

Q. How did you get started doing this type of work?

A. My desire to help people in numerous ways evolved into a more comprehensive and holistic approach to services both inner & outer.

Q. What types of customers have you worked with?

A. 401k Rollovers, Life Insurance, Estate Planning, IRA accounts, Auto, Home and Wealth Management.

Q. Describe a recent project you are fond of. How long did it take?

A. A lady had a terrible whole life "final expense" policy with a death benefit of only $10k. I got her a new $250,000 policy to help provide for her 6 children for only $3 more than what your premium was prior.

Q. What advice would you give a customer looking to hire a provider in your area of work?

A. Find a professional who isn't just about making money but has a passion for what they do and it shows in their community involvement.

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