About Me
My Story
Hi, I’m Tabitha! I’m the founder of Strategy Financial Services and fear was the catalyst for starting my practice. I know you didn’t expect that but it’s true. Many years ago, I used to lie awake worried about running out of money when I got older. Here I was in Corporate America and up to that point, had not saved enough in my 401k and I was extremely concerned. I knew I had to find some way to help me fund my savings so I wouldn’t have to financially depend on anyone in my retirement years. Fast forward, I decided to pursue my Life and Health insurance licenses and began serving my community with life insurance protection. I quickly realized that others had the same concerns, especially women over 40.
If you’re anything like me and this resonates with you, I’ve been in your shoes. Today, my focus is educating and empowering women over 40, on how to protect their assets. Also, implement safe money strategies to protect and grow their wealth without market risk for a great retirement. I bring an integrative solution-focused approach to the table with the goal of helping you achieve financial security and independence for your future.
Services
Income Protection
Financial security and peace of mind are priceless. Life happens and unexpected tragedy or death can occur at any time. Putting protection in place for such events can provide income replacement due to loss when you need it most.
Debt Elimination
Are you 100% certain you will have a great retirement, or do you have doubts? Saving money for your future would be a lot easier if you were debt free. What if I can show you how to get out of debt in 10 years or less, including your mortgage, without spending any additional money than you are right now?
Legacy Creation
Leaving a financial legacy is one of the greatest gifts you can set in motion for the people you care about the most. It's a powerful way to demonstrate your love that they will continue to be provided for when you're no longer here.
Additional Suite of Services
- Life Insurance
- Cancer, Heart Attack & Stroke Insurance
- Disability Income
- Mortgage Protection
- Tax-Free Retirement Strategies
- College Funding
- Private Reserve Banking (become your own bank)
- Small Business Owner Protection
- Annuities/Rollovers
- Financial Education Seminars
Host your own "Virtual Financial Family Reunion" Workshop
Breaking the Cycle
A strong financial literacy foundation should start at home within the family unit. This virtual workshop is designed to educate you and your family members on some profound principles, that will empower you to make informed and sound financial decisions for your future. Topics include - how money really works, the two battles you must win if you want to enjoy financial security, protecting your assets and more.