About

Strategy that feels personal.

Because it is.

We work nationwide and represent many major life insurance and annuity companies specializing in these specific products.  Not one company fits all sizes, so it is important to us to have choices for individuals, families and businesses.

Here’s what working together looks like:

Step 1

Listen

A relaxed conversation about your story and goals.

Step 2

Clarify

We map cash-flow needs, healthcare choices, and priorities in plain language.

Step 3

Design

We tailor insurance-based strategies that fit your life (including, when relevant, business-owner needs). 

Step 4

Review

Annual check-ins (or after life events) to keep everything current.

Since 1979, Marilyn has helped people turn complicated choices into clear action—starting with single and divorced women in Southern California and expanding to families and business owners across the Northwest. The throughline is the same: listen first, tailor the strategy, keep it flexible, and show up year after year.  

“One-to-one, start to finish.

That’s how we work.” 

Why the horse?

Sundance isn’t a gimmick—he’s part of Marilyn’s life and a symbol of resilience that many clients connect with. 

Schedule Intro Call

Ready to meet Marilyn?

There’s no cost. Just a useful conversation about aligning income, protection, and healthcare choices.