Financial Planning
to Secure Your Future
Are you struggling with managing your resources to achieve both short-term and long-term security?
I can help create a roadmap that addresses key areas for both personal or business-related needs, such as insurance protection, tax-advantaged strategies to increase retirement savings, employee benefits, and legacy planning ensuring that every financial decision aligns with your goals, values, and risk tolerance.
What does this mean for you?
To help protect against life’s uncertainties, I can work with you to integrate products like annuities for increased retirement security, life insurance with living benefits, health insurance and Long Term Care Plans, etc. Financial planning helps to optimize wealth growth, manage risk, and provide peace of mind.
“Ultimately, effective financial planning is about more than numbers, it’s about considering all potential risks to ensure you remain above your targeted baseline for financial stability, maximizing opportunities, and creating a secure foundation for your future.”
- Salwa Ibrahim
Life & Health Insurance Solutions
As a licensed Life & Health Insurance Broker (WA License #1324188), I partner with individuals and businesses to design and implement comprehensive benefits strategies that protect your financial well-being, attract talent, and improve retention of employees for your business. From individual, group health plans and variable life insurance with living benefit products, to voluntary benefits and compliance support, I provide tailored coverage solutions that align with both your personal or company’s goals and budget. My consultative approach ensures you get competitive, cost-effective plans—while navigating regulatory requirements with ease.
Retirement Planning & Investment Diversification
I help clients build resilient retirement strategies by providing them with the knowledge to diversify investments that align with their financial goals and risk tolerance. I provide personalized guidance on options such as Annuities, IULs, and other Life Insurance products—explaining how each can contribute to long-term wealth, tax advantages, and legacy planning. Whether you’re looking to supplement employer-sponsored plans or explore tax-efficient alternatives, I empower you with the knowledge to make informed decisions and protect your financial future.