Unleash the Power of Financial Planning

Welcome to my website! I’m Poonam Singh, and I am here to help you unlock your financial potential and achieve true freedom. My mission is to empower individuals and companies to achieve better health and build wealth through personalized wealth coaching, college and retirement planning, and comprehensive insurance solutions. With my expertise in long-term care, final expense, and estate planning, I ensure you are prepared for every stage of life. For aspiring entrepreneurs, I offer guidance to explore new business opportunities and achieve financial independence. Partner with me to create a secure and prosperous future, filled with time and money freedom.

My Services

I offer a comprehensive suite of financial services designed to meet your unique needs. Whether you are an aspiring entrepreneur or a seasoned professional, I am here to help you create a happy home and a secure future.

  • As your wealth coach, I provide personalized guidance to help you manage your finances, grow your wealth, and achieve your financial goals.

  • Prepare for a comfortable retirement with my tailored planning services, designed to help you build a secure and enjoyable future.

  • I assist families in planning for the costs of higher education, ensuring that you and your children are prepared for the future.

  • Protect your loved ones with my comprehensive life insurance options, offering peace of mind and financial security. Plan for the future with my long-term care and health insurance services, ensuring you have the support you need as you age.

  • Ease the burden on your loved ones with my final expense planning, covering the costs associated with end-of-life arrangements. Ensure your legacy is protected with my estate planning services, designed to safeguard your assets and provide for your heirs.

  • Explore new business opportunities with my expert guidance, helping you achieve financial independence and entrepreneurial success.

  • As your long-term care advisor, I provide personalized guidance to help you navigate your care options, protect your assets, and ensure your future well-being.