Welcome to Our World

Nancy has more than 25 years of experience in the insurance industry. In 2013, she founded Plan Wize, Inc., where she continues to serve as an independent insurance agent dedicated to helping individuals and families navigate their financial and insurance needs.

Nancy is especially passionate about helping seniors prepare for retirement by providing guidance on Medicare Supplement and Medicare Advantage plans, long-term care planning, and strategies to help protect income and assets. As a member of the Council of Financial Educators (COFE), she is committed to educating individuals about Social Security and helping them understand how claiming strategies and benefit decisions can impact their overall retirement plan. She believes that proper planning creates financial confidence and peace of mind.

Her mission is to help clients make informed decisions, protect what matters most, and preserve the legacy they have worked hard to build. Through personalized service and a commitment to education, Nancy strives to help others enjoy a worry-free future with confidence in their insurance and retirement planning decisions.