Welcome to
Appreciation Financial - St. George
Insurance and Financial Services Serving Southern Utah.
Welcome to
Appreciation St. George, UT
Insurance & Financial Services in Southern Utah
IN THE PAST SIX MONTHS
100+
PUBLIC SCHOOL EMPLOYEES PERSONALLY SERVED
Your Weekly
Business Boost
Podcast
My podcast is all about fostering the potential of young girls, encouraging them to embrace their unique qualities and voices. Our mission is to provide a platform where "bossy" becomes a badge of honor – a testament to the strong-willed, determined, and visionary leaders they are destined to become.
Why we do what we do
That's simple... because of you.
Public education employees (teachers and support staff) are one of the most under served markets in the financial industry and secondly families in middle America are also vastly underserved simply because they don't have the resources that appeal to the typical financial advisor. We see you and want to serve you where you are at.
Why Choose Us
Because we appreciate you and what you do...
Schools & Families
We work with National Life Group (Insurance of the Southwest) to manage your 403(b) / 457 retirement accounts. We also assist families with the exact same services outside of the public school market.
No Cost Retirement Review
We offer a free service to public school employees & families to review your retirement plan and options available to you.
Never Lose a Penny
Never lose a penny with the type of accounts we offer. They are conservative while also capturing significant growth.
Why We do what we do?
Simple.. because of YOU
Why Choose Us
Because we appreciate you and what you do...
Schools & Families
We work with National Life Group (Insurance of the Southwest) to manage your 403(b) / 457 retirement accounts. We also assist families with the exact same services outside of the public school market with multiple vendors.
No Cost Retirement Review
We offer a free service to public school employees to review your pension and retirement.
Never Lose a Penny
Never lose a penny with the type of accounts we offer. They are conservative while also capturing significant growth.
RETIREMENT IS NOT THE END OF THE ROAD. IT'S THE BEGINNING OF THE OPEN HIGHWAY!
Retirement Review
Schedule a review or new appointment here.
Other Services We offer...
Life, Health and Trusts
Life Insurance Solutions for Families and Businesses
Life Insurance is more than just leaving money to loved ones after you've passed. It is so much more with Living Benefits that you can access while you are alive or if you need care due to long term health care needs.
Unlocking Financial Security with Living Benefits
- Living benefits are a crucial component of financial planning, offering individuals and families peace of mind and security in the face of life's uncertainties. Unlike traditional life insurance policies that only provide benefits upon death, living benefits allow policyholders to access funds during their lifetime to cover critical expenses in the event of illness, injury, or other unforeseen circumstances.
Health Insurance Solutions for Families and Businesses
Currently serving the under 65 market with affordable plans that are much less (about 40% less) than marketplace plans.
-No copays or coinsurance.
-Set inpatient benefits. Provides benefits for hospital stays and other inpatient services too.
-Virtual care from the comfort of your home or while on the go. To us, virtual care is a must!
-Freedom of choice. We believe it’s your right to see any doctor you wish. So, whether you choose to see a provider in-network or out-of-network, it doesn’t matter to us. This plan pays the same set benefits for eligible care received regardless.
Estate Planning
I work with the specialists at Integrated Trust Systems to connect clients to a digital trust platform.
Convenient Access
Anywhere
-Establish your eStatePlan from the ease and comfort of your own home. View and update (24/7) your eStatePlan document set through your secure Client Console portal.
Formulate/Update Personal Medical Directives Anytime
-Create and keep current your personal Medical Directives (AMD) ONLINE (24/7). Your attending physician (medical provider) will have ONLINE (24/7) pass-code access to your AMD by way of a Medical Card in your wallet.
Need to reach us?
Send an email.
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