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Individual and Family Solutions

From sole proprietors to uninsured workers, having adequate security is important, but access to comprehensive group benefits are sometimes just not an option. From Disability and Life Insurance to Vision and Dental Insurance and more, Money Tree And Me is your gateway to finding the coverage you need. Paying too much for Home, Auto, Pet, or Renters Insurance? We've partnered with a number of brokers to ensure that you have options to choose from as well. See our product offerings below and schedule a meeting to get quotes.

Life Insurance and 
Long Term Care Insurance

Look, we don't mean to the bearers of bad news, but none of us makes it out alive in this life. For those you love and care about to the legacy you have built, life insurance is specifically designed to ensure that your life's work and loved ones have a chance to live on as you've intended. 
Long Term Care Insurance is among the least used resources to ensure that the last months and years of life are not spent as a financial liability to family. Request a meeting and ask about Life Insurance and Long Term Care Insurance.

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Dental and Vision Insurance Plans

If there is one disappointing trend Money Tree And Me has encountered about Dental Insurance, it's that few people care to pay for Dental Insurance until they are already experiencing discomfort. When Dental Insurance does not immediately cover all costs associated with the problem, higher out-of-pocket costs can make a bad situation even worse. 

Having trouble with reading, seeing street signs, or having blurry vision on the road after dark? It's likely time for an eye exam and corrective lenses.

Click the button below to visit our Vision and Dental self-serve marketplace!!

Property And Casualty Insurance Quotes

There is a good chance that you can save money on insurance right now. Money Tree And Me has partnered with a number of brokers to help you save money on:

Homeowners Insurance

Automobile Insurance

Pet Insurance

Renters Insurance

Motorcycle/Boat Insurance

Personal Umbrella Insurance

and more

Request A Meeting to get quotes. 

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Financial Educational Overview, Financial Needs Analysis, and Budget Plans

One of the most important aspects of ensuring financial stability and long term security starts right at home with our own spending. Money Tree And Me provides financial education, financial needs analyses, and budgetary recommendations to help families get out of debt, save money, and ultimately set and crush goals designed to achieve financial freedom. Request a meeting to learn more.

Request a Meeting For
Individual & Family Security 

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