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Judith Kerfoot devoted 47 years to the medical-dental industry before a dramatic pivot
reshaped her path. During the 2008-2009 stock market crash, she lost her 401k retirementsavings- a setback so steep that recovering would have required a 500% gain, a goal that felt unattainable. Working with a tiny team of just 3 people the lack of employer benefits furtherunderscored the vulnerability of her situation.
That moment became a turning point. In December of 2019 Judith became licensed agent andunderwent intense training, driven by a mission to help people build long-term stability without the devastating volatility of the stock market. Today, Judith channels her experience and hard-learned lessons into guiding individuals nearing or in retirement who, like her before, were underprepared for financial uncertainty and major life events.
Judith Kerfoot devoted 47 years to the medical-dental industry before a dramatic pivot reshaped her path. During the 2008-2009 stock market crash, she lost her 401k retirementsavings- a setback so steep that recovering would have required a 500% gain, a goal that felt unattainable. Working with a tiny team of just 3 people the lack of employer benefits furtherunderscored the vulnerability of her situation.
That moment became a turning point. In December of 2019 Judith became licensed agent andunderwent intense training, driven by a mission to help people build long-term stability without the devastating volatility of the stock market. Today, Judith channels her experience and hard-learned lessons into guiding individuals nearing or in retirement who, like her before, were underprepared for financial uncertainty and major life events.
No one likes to think about the unthinkable, but preparing now can safeguard your finances and protect your family from hardship later.
Whether it’s Final Expense coverage to take care of funeral costs or Mortgage Protection to ensure your loved ones can stay in their home, the right plan can make all the difference.
We also offer Term Life options for affordable coverage over set periods, and Whole Life policies that protect you for a lifetime while building cash value.
And that’s just the start. From medical coverage to long-term care solutions, there are many other ways we can help shield your family and assets.
Click “More Info” to explore all your options and find the protection that’s right for you.
Our team of accountants and financial advisors have been helping clients with Retirement planning strategies for
over 20 years.
Debbie G.
Lisa C.
Mark K.
