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Start Your Path Today

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Start Your Path Today

Our greatest reward is when a client sees and receives the success that financial planning offers.

05/27/2025

Remembering those who made the ultimate sacrifice. Life insurance helps protect the ones you love, today and always.

05/23/2025

Life is unpredictable, but your family’s financial security doesn’t have to be.

Whether it’s term or whole life insurance, we’re here to help you protect what matters most and give your loved ones peace of mind for the future.

Let us help you build a safety net that lasts a lifetime—because your family deserves nothing less.

Give me a call: (262) 894-6040.

05/09/2025

BETTER THAN A BOUQUET 🌷

Flowers fade, but peace of mind lasts.

This Mother’s Day, give more than a gift—give her a plan. Show your love in a meaningful way by helping your mom prepare for the future with long-term care insurance.

It’s a powerful way to protect her independence, dignity, and the legacy she’s built. Because the best gifts aren’t just thoughtful—they’re lasting.

Give me a call: (262) 894-6040.

05/06/2025

🎬 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 1 𝐈𝐒 𝐇𝐄𝐑𝐄!

Get to know the voices behind 𝑾𝒆𝒂𝒍𝒕𝒉 𝒂𝒏𝒅 𝑾𝒊𝒔𝒅𝒐𝒎 𝑻𝒂𝒍𝒌𝒔!

In this episode, we’re sharing our stories, how we’re bringing legal and financial wisdom straight to your screen, and some fun facts about us — one conversation at a time.

This isn’t your average money talk — it’s real conversations for real lives.

☕ Let’s get into it.

05/02/2025

The wait is over!

𝐖𝐞𝐚𝐥𝐭𝐡 𝐚𝐧𝐝 𝐖𝐢𝐬𝐝𝐨𝐦 𝐓𝐚𝐥𝐤𝐬 — 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1 𝐢𝐬 𝐛𝐫𝐞𝐰𝐢𝐧𝐠! ☕

Are you building wealth, navigating life transitions, or just want to make smarter money moves? This show was made with you in mind.

✅ Real talk.
✅ Actionable tips.
✅ Legal & Financial insights that actually make sense!

🎙️ Join Sonia, your go-to for legacy and estate planning from, and Michael, your trusted financial professional, as they break down what truly matters for your money, your business, and your future.

Episode 1 drops soon — stay tuned!

04/15/2025

It’s Tax Day — but true financial planning goes far beyond April 15th!

Are you making the most of your income year-round?

Strategic tools like life insurance, retirement accounts, and tax-advantaged planning can help you:
✔️ Reduce future tax burdens
✔️ Protect your loved ones
✔️ Build lasting generational wealth

It’s not just about filing taxes — it’s about creating a smart financial future.

04/09/2025

Most young families, working with a tight budget, will choose a term life insurance policy to make ends meet while still gaining some protection from the unexpected.

It’s a good move that I fully support. 💪

However, if you’re nearing the end of your term policy and STILL have children (or other dependents) who rely on you, you need new options.

Have you considered converting your policy to permanent life insurance?

It’s an option with many reputable carriers!

Find out the details here:
https://startyourpathtoday.com/blog/convert-term-life-insurance

02/27/2025

You’re probably overwhelmed just thinking about how to get through this week.

However, a financial plan to care for your child over the next several decades is possible. Helping families think through all the details is one of my great joys.

Give me a call: (262) 894-6040.

Don’t you dare make these difficult decisions alone.

https://startyourpathtoday.com/blog/whole-life-insurance-for-children-with-special-needs

02/13/2025

The lifetime costs of caring for a person with special needs are often measured in millions.

You have to consider the costs of medications, therapies, equipment, housing, education and transportation.

How independent will your child be in their 20s? As they age?

I highly recommend a whole life insurance policy that will cover costs even after you die.

Read more tips here:
https://startyourpathtoday.com/blog/whole-life-insurance-for-children-with-special-needs

01/30/2025

There are few guarantees in life. But I can guarantee that your family would financially struggle if one (or more) source of income suddenly disappeared.

That’s why I love helping young families find quality policies with low monthly premiums. I look for the perfect plan that covers their needs and fits their budget.

I don’t believe one financial plan fits all. But I do believe that every family can afford some peace of mind.

Learn more about term life insurance policies in my blog on the topic:
https://startyourpathtoday.com/blog/term-life-insurance-for-families/

Address

3310 Emerald Point Drive
Fort Myers, FL
33021

Opening Hours

Monday	8am - 6pm
Tuesday	8am - 6pm
Wednesday	8am - 6pm
Thursday	8am - 6pm
Friday	8am - 6pm
Saturday	8am - 6pm

Telephone

+12628946040

Website

http://www.startyourpathtoday.com/

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