Tailored Financial Planning Solutions Nationwide

Untapped Financial Strategies is an independent brokerage committed to delivering personalized financial planning, insurance solutions, and retirement strategies across the United States. Our diverse team includes professionals who are also daughters, sons, parents, and spouses. We are unified by one mission: to help you protect your most valuable asset, yourself, and ensure your money works for you. With respect, integrity, and individualized support, we guide families and businesses toward peace of mind and lasting financial independence.

Who We Are

We are more than just financial strategists. We are advocates for your goals, educators on your options, and partners in your progress. Our team comes from different walks of life, but we share one belief: financial planning should reflect who you are. Every strategy we create is as unique as the individual or business it supports. Whether you’re protecting income, preparing for retirement, or planning a legacy, we’re here to support every step.

What We Believe In

At our core, we believe in diversity, independence, and empowerment. Our mission is driven by values rooted in lifestyle planning, wholistic financial strategy, and compassion. We provide:

Customized life insurance strategies including Term, Whole Life, and Index Universal Life
Retirement planning that supports guaranteed income and helps avoid outliving personal income
Legacy and trust planning to preserve generational wealth
Financial literacy and education so you can make confident, empowered decisions

We don’t just sell policies. We build financial houses that withstand uncertainty and protect your future.

Why Choose Us

We’re proud to be recognized as a trustworthy company offering compassionate advice and honest service. Our advisers focus on helping you achieve abundance through tailored solutions for every life stage. Whether you’re a caregiver, Baby Boomer, Millennial, or part of the Sandwich Generation, we provide: