Trusted by 1,000+ Families
Empowering Families with Tailored Solutions for Every Stage of Life
Tailored Solutions
Welcome to MomAnnuity. We specialize in safeguarding your family’s future through personalized insurance and financial strategies designed for peace of mind.
Status
Fully Protected
"The peace of mind knowing my child's future is secure is priceless."
Partner Insurance Carriers
Parent-Centric Approach
We understand the unique challenges parents face. Our plans are designed to support the backbone of the family.
Guaranteed Security
Partnered with top-tier carriers to ensure that your policy is safe, secure, and ready when you need it most.
Wealth Generation
Beyond protection, we focus on growth. Build a legacy that provides for your children's children.
WHY CHOOSE US
Built on Trust, Driven by Purpose
Empowering Mothers, Securing Legacies
**Our Core Mission:** We are dedicated to equipping mothers and families with robust, personalized financial strategies. Our focus is on creating multi-generational wealth and ensuring that every child's future is financially stable and secure. We believe financial literacy is the key to lasting family happiness.
- 1. **Comprehensive Strategy:** Providing end-to-end financial planning solutions.
- 2. **Unbiased Fiduciary Advice:** Your family's best interest is our only interest.
- 3. **Dedicated Lifetime Support:** Continuous guidance as your family's needs evolve.
A World of Financially Empowered Families
**Our Aspiration:** We envision a future where financial stress is minimized, and every mother feels confident and capable managing her family's wealth. We aim to be the most trusted and impactful financial resource globally, setting the standard for family-focused financial empowerment.
- 1. **Global Impact:** Reaching families across all regions and economic backgrounds.
- 2. **Innovative Technology:** Utilizing cutting-edge tools for personalized planning.
- 3. **Thought Leadership:** Driving meaningful conversations around family wealth and women in finance.
Integrity, Empathy, and Transparency in Action
**Our Guiding Principles:** Every action we take is rooted in our core values. We foster a relationship of trust with our clients through complete transparency, ensuring you understand every step of your financial journey.
- 1. **Integrity:** Absolute honesty and ethical conduct in all dealings.
- 2. **Empathy:** Deep understanding and respect for your family's unique circumstances.
- 3. **Excellence:** Commitment to providing superior service and results.
"Financial freedom starts with a plan."
- MomAnnuity Promise
About Us
More Than Insurance.
We Are Family.
At MomAnnuity, we believe that every parent deserves the peace of mind that comes with knowing their family is secure. We access many different products through our partnership with the nation's most reputable insurance carriers to help you find the products that will best serve the needs of your children and family.
Policy Reviews
Annuities & Life
Medicare Supplements
Education Savings
Retirement Planning
Emergency Funds
2,000+
Families Protected
15+
Years Experience
24/7
Support Available
2,000+
Families Protected
15+
Years Experience
24/7
Support Available
2,500+
FAMILIES PROTECTED
98%
CLIENT SATISFACTION
$150M+
COVERAGE PROVIDED
15+
YEARS OF TRUST
Our Expertise
Tailored Coverage for Every Stage of Life
We don't just sell insurance; we build safety nets.
Explore our specialized services designed with the modern family in mind.
Family Insurance Plans
Comprehensive health, education, and life insurance packages tailored to ensure your family's protection.
Retirement Planning
Annuities and pension plans designed specifically to ensure mothers have a financially secure, comfortable retirement.
Strategic Investments
Personalized investment advice to balance returns and risks, tailored to meet specific family financial objectives.
Emergency Funds
Guidance on setting up and managing emergency reserves to ensure stability during unexpected financial needs.
OUR EXPERTS
Meet Your Insurance Specialists
Our team is composed of dedicated professionals who understand the nuances of family finance.
Sarah D. Jenkins
Senior Financial Advisor
Sarah is an expert in retirement planning and wealth management for young families. Her focus is on creating sustainable growth strategies tailored to busy parents.
Shaneil L. Tunis
Life Insurance & Annuity Specialist
Empowering families with tailored insurance and annuity solutions to safeguard your family’s future and build financial security with ease.
Elena S. Rodrigues
Estate Planning Specialist
Elena is our estate planning division, focusing on trusts and long-term capital preservation, helping families grow and protect their assets confidently.
Success Stories
See how we've helped families just like yours.
"Really satisfied with the family insurance and investment advice. They made the process easy and genuinely cared about my family's needs. Highly recommended!"
J
Jasmine R
Verified Client
"Tried several brokers, but MomAnnuity's tailored investment advice and retirement planning genuinely stand out. They make complex decisions feel straightforward and secure."
M
Monica C
Verified Client
"Set up an Index niversal Life Policy with MomAnnuity recently. Easy process, solid advice. Feeling much more secure about my future now."
T
Thomas K
Verified Client
"Really satisfied with MomAnnuity's family insurance and investment advice. They made the process easy and genuinely cared about my family's needs. Highly recommended!"
J
Jasmine Richards
Verified Client
"Tried several brokers, but MomAnnuity's tailored investment advice and retirement planning genuinely stand out. They make complex decisions feel straightforward and secure."
M
Monica Chandler
Verified Client
"Set up an emergency fund with MomAnnuity recently. Easy process, solid advice. Feeling much more secure about unexpected costs now."
T
Thomas Krazinski
Verified Client
FAQs
Your Questions Answered
Clarity and support for families.
We specialize specifically in family-centric financial planning with a unique focus on mothers and long- term generational wealth. Our tailored approach combines empathy with expert financial strategy.
Every family is unique. We start with a comprehensive audit of your current financial situation and future goals, then build a modular plan that covers health, life, and education savings tailored to your budget.
Compound interest is your best friend. Starting early allows your investments to grow exponentially, providing a significantly larger safety net for your retirement years tailored to your lifestyle needs.
Absolutely. We view emergency funds as the foundation of financial security. We help you calculate the ideal amount (usually 3-6 months of expenses) and set up automated savings strategies.
Yes! We pride ourselves on education. We explain every investment vehicle in plain English, ensuring you understand exactly where your money is going and why.
