Offers remote services
Discounts available
Offers remote services
Discounts available
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Introduction: Licensed Life/Health Insurance, Financial planning. Notary Public services, Wills, and all other legal documents requiring a notary.

Background checked

2 employees

3 years in business

Payment methods

Cash, Credit card, Square cash app, Zelle

Social media


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4 photos

Background Check

Anna Smith


  • What should the customer know about your pricing (e.g., discounts, fees)?

    Financial planning services are $125 hr. Or free if you purchase a Insurance Policy.

  • What is your typical process for working with a new customer?

    In person appointments for Financial Planning and Notary Services

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

    Licensed Insurance Agent and Indiana State Commissioned Notary

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