Worth & Wealth™

“Chelley is an informative financial consultant. She took time to take care of my concerns, needs, and goals. She answered all of my questions, and she presented me with great options that were tailored-made for my current and financial future goals and plans. I will now have an extra dependable source of income stream at retirement.”

“My daughter referred me to Chelley, and I am glad she did. Chelley hopped right in to help me get life insurance coverage on my sister who has been having a difficult time getting covered due to her medical needs. Thanks to Chelley, my sister got approved right away with a great company, affordable coverage, and no medical exam or health questions asked!!”

“Anytime I struggled with a difficult financial question or was in a financial catch 22, Chelley was always able and willing to provide me with real-time customized strategies and positive outcomes. She is always kind, respectful, and attentive to my truest needs and concerns. I appreciate her help, and I highly recommend her services.”

“Chelley is an excellent financial services professional. When I wanted to know which policy was right for me and my goals, she took the time to learn about me and my financial situation, and what I could comfortably afford. She broke down all the insurance jargon and terminology and explained everything in laymen’s terms. Thank you Chelley D., for helping me meet my insurance coverage goals and savings needs.”