WE’RE HERE TO HELP YOU
About Us
Shelly Crosse
Founder, The Legacy Creator
Shelly helps families, business-owners, and near-retirees build financial security using financial vehicles that grow wealth in a tax-advantaged manner. With over a decade of experience, the agency can help you in the following areas:
- Create emergency savings
- Access insurance benefits while alive
- Fixed & indexed solutions
- Long-term care & lifetime retirement income
- Legacy and generational wealth planning
As independent agents, we work with you to choose the best coverage and carrier. We do what is best for YOU. Every solution is personally design to fit your lifestyle, values, and long-term goals.
Our mission is simple:
Protect what you’ve built.
Preserve what matters.
Grow tax-advantaged wealth that secures your future.
Ikena's Success Story
Ikena, a 30-year-old dad from Washington D.C., came to us with a dream to secure his family's financial future. Unsure about Whole Life Insurance, he needed guidance on how it could help his family thrive for generations.
Our expert advisor, Shelly, explained the power of owning a Permanent Life Insurance policy. Insurance not just for dying anymore. Whole Life is an asset that allows tax protected cash value growth to grow and compound in interest annually. Ikena saw the potential and decided to contribute to this safe asset. Pretty soon Ikena started building wealth using his policy. He learned three key strategies:
1. Tax-Free Loans: Ikena could borrow against his policy's cash value tax-free. He used it for major expenses, like a home purchase and his kids' education.
2. Dividend Income: Some policies pay dividends, giving him extra income to grow wealth.
3. Legacy Planning: Ikena realized his policy ensured his family's financial security, even after he's gone.
As time passed, Ikena's family thrived. He used his policy values to help his business flourish. He extended the coverage to his wife & children by guaranteeing their financial future while they were young and healthy.
Ikena's journey with Secure Future Financial Services is a testament to the power of having access to prudent financial advice. It's not just a policy; it's a path to lasting prosperity for your family.