You want to be seen and heard. You want to be engaged in the planning process, not talked down to or overlooked.
Your team at My Guaranteed Income meets you where you’re at. We engage you in every step along the way so when it’s all said and done, you have a solid financial strategy to address your personal lifecycle goals.
Your customized plan may focus on:
- Creating a tax-free income stream
- Establishing a guaranteed income stream
- Securing your lifestyle in retirement
- Leaving a legacy for your family
Gain financial peace of mind
With more than 2 decades in the financial industry, we understand your challenges. We work with you and walk beside you on your journey to create financial security.
Meet your team
Providing you with personalized service to help you create financial security remains our focus
Chief Wealth Strategist
I love to help women create the life they deserve. As a seasoned Registered Financial Consultant (RFC®), I understand your challenges and make sure your voice is heard so you can make financial decisions with confidence.
I also love waking up each knowing I have an opportunity to make a real difference in the lives of women.
Certified Financial Planner
As a Certified Financial Planner®, it’s been a rewarding experience to help hundreds of clients have a more peaceful and prosperous retirement.
I’m excited to partner with My Guaranteed Income to offer my wealth management expertise to women. I’ll be developing and managing portfolios for its female clientele.
I’m dedicated to helping others work toward their goals and increase confidence in their financial situation.
With a background in hospitality management, I’m skilled at mentoring and coaching, communicating on all levels and caring for the needs of others. I’m glad to partner with My Guaranteed Income to develop and manage portfolios.
Ciara Lister, Esq.
CEO of Lister Law Offices
I partner with My Guaranteed Income to offer comprehensive and lasting estate planning solutions.
I use eState Plan Portfolio to manage the entire estate planning process. This process includes your attorney and trusted advisors, so there are no surprises, and your comprehensive Estate Plan Portfolio is complete.
As a seasoned content strategist, I love the opportunity to use my skills and talent to truly make a long-term, life-changing difference in the lives of women.
I leverage my extensive writing experience to provide our clients with the educational tools and info to help them make informed decisions.
Offering our clients exceptional service is what drives me. It’s the type of service and attention to detail that gives you peace of mind knowing that your request is being handled.
I’ve held my life insurance license for 5 years. This allowed me to gain a detailed understanding of the industry so I can deliver excellence to our clients.