Financial Serenity Group

Financial Serenity GroupFinancial Serenity GroupFinancial Serenity Group

Financial Serenity Group

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Insuring a Bright Future

Insuring a Bright FutureInsuring a Bright FutureInsuring a Bright FutureInsuring a Bright Future

Obtain financial peace of mind without 

stressing about the future

FAQ

Insuring a Bright Future

Insuring a Bright FutureInsuring a Bright FutureInsuring a Bright FutureInsuring a Bright Future

Obtain financial peace of mind without 

stressing about the future

FAQ

HOW WE HELP

Protecting Futures

We are on a mission to help you grow and protect your assets for your future, your family's future and your legacy. Ask us about living benefit insurance, cash value life insurance, death benefit insurance, retirement & estate planning and protection. We can assess and access various solutions so you can get the right one(s) for you.

Assessing Need

Everyone has different insurance needs. Connect with us today for a personalized individual assessment, we'll analyze your insurance needs, find out how we can help protect your hard-earned assets, now and in the future and get you covered quickly at a price that fits your budget.

Building Relationships

Relationships are important in life. They make us feel safe and help us deal with stress. We genuinely care about you, your family and future selves. We have a fiduciary duty to do what's in your best interest and we are in it with you for the long haul. We truly want to help you obtain financial serenity for your entire life.  

BOOK A FREE CONSULTATION

FREQUENTLY ASKED QUESTIONS

Please contact us if you cannot find an answer to your question.

Assets, in simple terms, are anything that makes you money now or will grow your money in the future. One of the easiest passive assets to obtain is cash value life insurance. Other assets include annuities, real estate investments, stocks, mutual funds, ETFs, index funds, 401Ks, IRAs, Roth IRAs, REITs, Cryptocurrency, etc. Diversification in several of these vehicles is key.

Life insurance helps cover expenses like a mortgage, debts, your kids' tuition, even replacing lost income when you're no longer here. Depending on the type you get, it can also be the foundation for a sound financial plan and help with expenses during your life and retirement. 

Surprisingly so, but there are a lot of options to choose from so the cost will vary, too. What you pay monthly (or yearly) will depend on things like the type and amount of life insurance that will fit your needs, as well as your age and health. 

Not necessarily. Depending on the type of insurance, the coverage amount, age and health of the applicant, a medical exam may not be required.

Life insurance offered through your employer usually won't give you the coverage amount you may need, and the rates may go up year after year costing you more over time. Plus, if you ever leave your job, you can't take your coverage with you. 

Term life insurance can provide the coverage you need for a specific period of time. If you have anyone that depends on you financially, you should consider term life insurance as you may be able to get the coverage you need at an affordable price. 

Whole life insurance can help protect your spouse during retirement or become a legacy for your loved ones or a favorite charity. It also provides guaranteed cash value that you can access at any time for any need, including funds to help pay for college, cash to support your business, or income in retirement. So if you have loved ones or businesses that depend on you, you should consider whole life insurance. 

Universal life provides coverage for your family or business with flexible premiums that may allow you to pay for life insurance on your schedule. Universal life insurance policies may also build cash value  that can be used for any reason. Flexible universal life insurance premiums may be especially helpful for those who own their own business or whose jobs may provide a paycheck that varies month to month. 

If your financial goals are long term and you’re looking for moderate asset growth, principal protection, and a low-risk way to generate guaranteed income, a fixed index annuity may be an option for you. 

Our Team

Picture of Rochelle Orr-Lee

Rochelle O.

As your trusted Asset Growth & Protection Strategist, I am dedicated to serving my clients with honesty, integrity, dependability, effective communication, and professionalism.  


Thanks to my 13+ years of experience in auditing and accounting, and my 8+ years of experience in residential real estate, I am very organized, detail–oriented and technologically savvy, which is a must in today’s world.   


My ultimate goal is to help individuals & families obtain an untroubled sense of calmness by providing assurance of their financial future, regardless of their past and current circumstances. 


With my experience in Accounting & Real Estate, Insurance is a natural fit to support me in my efforts to help guide others towards generational wealth as well as closing the wealth gap. I'm excited to continue to serve others and help each person reach his or her goals. 


Thank you for allowing me to earn your trust and your business. 

Schedule a Call

FREE ASSESSMENT

Request a Free Assessment

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Fill out the form below to request a free assessment to help find the coverage that's right for you! 


You can also email us directly to request additional information.

Financial Serenity Group

Support@FinancialSerenityGroup.com

Hours

Tuesday: 10am - 5pm, By Appointment Only

Thursday: 10am - 8pm, By Appointment Only

Friday: 5:30pm - 8pm, By Appointment Only

Saturday: 2pm - 8pm, By Appointment Only

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