Our Partners
About Me
My name is Marla Loehr, and I am a licensed financial professional dedicated to helping families build generational wealth through financial education, protection, and smart planning. I specialize in term life insurance, retirement accounts (401k, IRA, Roth), Medicare solutions, and financial coaching for individuals, families, and small business owners.
Over the years, I’ve seen far too many hardworking people misled, underinsured, or unprepared for the future. My mission is to change that—by empowering families with truth, transparency, and real financial strategies, not confusing jargon or hidden agendas. I believe that wealth begins with protection, grows through discipline, and is preserved through legacy planning.
As a proud Hispanic woman and first-generation professional, I am passionate about serving communities often overlooked by traditional finance—especially bilingual families who deserve guidance they can trust. Whether you're just starting, rebuilding, or preparing for retirement, I’m here to guide you step by step, with honesty and heart.
Guiding You to Financial Freedom isn't just my slogan—it's my calling.
Money touches just about every part of our lives...
marriage, kids, careers, and even how we feel about ourselves. The biggest enemy is confusion. When you don't know where you're going, it creates unnecessary worry or stress.
When you create a clear financial vision, you stop struggling with:
- Fear about your financial future
- Arguments over money
- Debt
- Little or no savings
Benefits of having a clear financial vision:
When you are excited about your future, you live more confident today.
- Free of financial worry
- Better family relationships
- Less debt and more savings
- More productive
How to create a clear financial vision:
- Schedule a Call.
It's about 60 minutes. Let me learn about you and where you want to go.
- Review your clear financial vision and the simple steps to get you there.
It's about 60 minutes.
- Implement the action steps.
We do the heavy lifting and help make it happen.