What We Offer

At Fetch Your Wealth, we believe in diversity and inclusion, so we offer a variety of offerings to best suit your needs.

Our Signature TLC Method

Choosing Financial Priorities

What if you didn’t HAVE to choose

At Fetch Your Wealth, we use high quality financial products to meet the needs of our clients. We employ a proven strategy that generates cash value while simultaneously protecting your money.

We use Indexed Universal Life Insurance policies (IULs) to generate wealth, free from the unpredictability and uncertainty of the stock market. With an IUL, the strategy is to overfund the policy so you can borrow against the cash value while continuing to accumulate wealth.

Over time, your available funds will exceed the money you placed into it to begin with.

We also uses our extensive experience in the financial industry to make this advanced strategy accessible for you and your family, providing you with peace of mind and guaranteed income that you can use for things listed below.

  • According to the College Board, the average cost of tuition and fees for the 2017-2018 school year was $34K at private colleges, $9K for state residents and $25K for out-of-state residents. Nationally, student loan debt is the second-highest debt category in the U.S. after mortgage debt, amounting to $1.48T nationwide. Do you have $136,000 to pay for college?

    We can help you fund your child’s education and save you from years of loan debt.

  • In 2019, Even with rising wages and falling mortgage rates, Americans still can’t afford a home in more than 70 percent of the country.

    Out of 473 U.S. counties analyzed, 335 listed median home prices more than what average wage earners could afford.

    Can you afford the home you want?

    We can help make your dream of home ownership a reality.

  • Over the past year, 22% of Americans say they have steered clear of some sort of medical care (including doctor visits, medication(s), vaccinations, exams, screenings, vision checks, routine blood work) because of the expense. Can you afford the care you need?

    We can help ensure that you and your family are able to afford the medical care you need to stay happy and healthy by providing a source of emergency funds

  • 41% of Americans have no life insurance of any kind, yet 69% of households would have trouble paying living expenses with the loss of a primary wage earner within 2 years.

    How are you going to protect your family if you’re gone?

    We can help you prepare yourself and your family financially in the event that the worst happens- creating peace of mind knowing your family is taken care of.Item description

  • The average retired household spending is $45,756 per year. Yet, the average retiree only receives $18,084 from Social Security each year. In 2018, more than 25% of American adults had no retirement savings at all. If you’re relying on your pension, it’s not enough. What are you going to do to fill the gap and stay financially whole? We can help you make sure that you maximize your pension and retirement fund so that your money outlives you and you can retire comfortably.

Life Insurance

When you hear of Life Insurance, you might think, “oh this doesn’t apply to me, I already have life insurance through work”. What if we told you that Life Insurance is so much more than that. Along with what is listed above there is so much more we can help you with. At Fetch Your Wealth we like to listen to each individual story and curate a unique and individual plan that works the best for you. Along the way we help educate you on the best Life Insurance for your specific goals, wants + needs.

Tax Advisory

Joan is a Certified Public Accountant. She still has a few clients, but as part of working with Fetch your Wealth Joan is able to give invaluable advice on how to properly set up your retirement and life for success. She is not currently taking on any new tax clients, but is more than happy to refer you on to our list of trusted Accountants.