Wealth, Without the Limits™
Build, protect, and pass on wealth the way the wealthy do — tax-free, risk-free, and on your terms.
Individual and Business Programs
Your Partner in Protection, Wealth, and Legacy
I don’t just sell policies.
I help schools, businesses, and families build tax-free wealth, protected income, and generational security—all without market risk and without confusing financial noise.
I help schools, businesses, and families build tax-free wealth, protected income, and generational security—all without market risk and without confusing financial noise.
Whether you're running a district, company, or household, I become your licensed insurance + retirement partner—the one who makes sure your people are protected, your employees are educated, and your future is secure.
Licensed and Rooted in Arizona
✅ Individuals & Families
✅ Schools & Districts
✅ Businesses & HR Teams
✅ Community Orgs & Employee Groups
✅ Schools & Districts
✅ Businesses & HR Teams
✅ Community Orgs & Employee Groups
If you have people you care about—I have a way to protect and grow what matters.
Personal or Business - Our Partnership Includes:
- Financial Literacy Workshops – I’ll design and deliver interactive sessions for your employees or parents at your institution, equipping them with practical strategies to manage money, reduce stress, and make informed decisions.
- Financial Literacy Coaching – I consult with individuals to build the knowledge and confidence needed to make smarter financial choices that support both personal and professional growth.
- Personalized Financial Planning – Together, we’ll craft strategies tailored to your goals and lifestyle, ensuring every financial decision aligns with your long-term objectives.
- Business & Personal Wealth Strategies – I’ll help strengthen your organization’s and employees’ financial foundation, creating sustainable growth and long-term stability.
- Retirement & Life Protection Planning – I’ll provide solutions that go beyond traditional 401(k)s and term life insurance, offering tax-advantaged strategies that protect assets, secure futures, and give peace of mind.
Your journey to financial confidence starts here.
✅ Life Insurance (Term + Permanent)
✅ Indexed Universal Life (IUL) — build wealth tax-free
✅ Fixed Indexed Annuities — lifetime retirement income, no market losses
✅ Final Expense Plans — peace for families, dignity for transitions
✅ Employee / Staff Benefits Programs
✅ Vendor partnerships for schools, districts, and companies
✅ Indexed Universal Life (IUL) — build wealth tax-free
✅ Fixed Indexed Annuities — lifetime retirement income, no market losses
✅ Final Expense Plans — peace for families, dignity for transitions
✅ Employee / Staff Benefits Programs
✅ Vendor partnerships for schools, districts, and companies
➡ Yes, I can be your designated benefits provider
➡ Yes, I do full staff financial literacy sessions for free
➡ Yes, I handle both individual + group enrollment
➡ Yes, I do full staff financial literacy sessions for free
➡ Yes, I handle both individual + group enrollment
Why Schools & Businesses Partner With Me
Because you want more than a policy.
You want:
You want:
✔ A benefits partner, not a salesperson
✔ Modern alternatives to 401(k)s that don’t lose money
✔ Education-first guidance for your staff or community
✔ Solutions that build loyalty, retention, and financial stability
✔ A licensed professional who actually teaches what the banks and HR don’t
✔ Modern alternatives to 401(k)s that don’t lose money
✔ Education-first guidance for your staff or community
✔ Solutions that build loyalty, retention, and financial stability
✔ A licensed professional who actually teaches what the banks and HR don’t
For Businesses, Schools & HR Teams
Offer modern benefits that actually build wealth — not just another 401(k).
✔ No employer cost
✔ Free financial literacy workshops included
✔ Increases retention, loyalty, and financial confidence
✔ No employer cost
✔ Free financial literacy workshops included
✔ Increases retention, loyalty, and financial confidence
I bring the education.
Your team gets the protection.
You get the credit for changing their financial future.
Your team gets the protection.
You get the credit for changing their financial future.
Why I Do It Differently
🖤 Education first. Policy second.
🖤 Zero-pressure, zero-confusion approach
🖤 Free workshops for your employees, students, or community
🖤 Transparent pricing — you’ll always know how everything works
🖤 My business grows through referrals, not sales quotas
🖤 Zero-pressure, zero-confusion approach
🖤 Free workshops for your employees, students, or community
🖤 Transparent pricing — you’ll always know how everything works
🖤 My business grows through referrals, not sales quotas
I don’t do “traditional insurance sales.”
I build financial confidence that lasts.
If You're an Individual or Family
You can work with me 1-on-1 to:
✔ Build tax-free wealth
✔ Protect and grow money without market risk
✔ Fund college, retirement, or legacy with one policy
✔ Replace outdated 401(k) thinking with smarter strategies
✔ Secure your future with no-fee, no-stress guidance
✔ Protect and grow money without market risk
✔ Fund college, retirement, or legacy with one policy
✔ Replace outdated 401(k) thinking with smarter strategies
✔ Secure your future with no-fee, no-stress guidance
If You're a Business, School, or District
You can partner with me to:
✔ Offer modern retirement + life protection as a vendor benefit
✔ Bring free financial education to your staff, students, or families
✔ Give employees real wealth strategies, not just a 401(k) flyer
✔ Add no-cost supplemental protection to your benefits package
✔ Bring free financial education to your staff, students, or families
✔ Give employees real wealth strategies, not just a 401(k) flyer
✔ Add no-cost supplemental protection to your benefits package
➡ I do the education.
➡ You get the credit for bringing solutions.
➡ You get the credit for bringing solutions.
Large Business Looking to Save on Taxes
Elevate your company’s financial future with a Cash Balance Plan.
I help businesses design and implement these powerful retirement solutions to maximize contributions, reduce taxable income, and provide executives and key employees with substantial retirement benefits. Together, we’ll create a customized strategy that optimizes cash flow, minimizes taxes, and strengthens your long-term growth and financial security.
Risk Free Retirement Strategies
Watch a quick snapshot of why I do this work — and why sharing the truth about money matters more than ever.
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Ready to Protect Your People and Your Future?
✅ Schedule a free consultation
✅ Request vendor partnership details
✅ Book a free workshop for your school or business
✅ Get a custom quote with zero pressure
✅ Request vendor partnership details
✅ Book a free workshop for your school or business
✅ Get a custom quote with zero pressure
Protecting Communities Nationwide
Wide Reach
I provide comprehensive financial solutions to clients across multiple states, including:
Arizona | Colorado | Florida | Kansas | Maryland | Michigan | New Mexico | Ohio | South Carolina | Tennessee | Texas | Utah
Arizona | Colorado | Florida | Kansas | Maryland | Michigan | New Mexico | Ohio | South Carolina | Tennessee | Texas | Utah
Personalized Guidance
No matter where you are—from the desert Southwest to the Rust Belt—I provide tailored financial strategies designed to help you and your employees grow wealth, reduce taxes, and secure a strong financial future. My solutions include tax-engineered options to complement or offset 401(k), IRA or CD contributions.
Community-Focused
By serving diverse communities nationwide, I am committed to strengthening the financial well-being of individuals, families, and businesses alike. Together, we create sustainable systems that support growth, equity, and long-term security.
Connect with Portia BOLDHer SHE-EO
All Professional Media Credit to Tosha Ishmon (Ishmon Productions)