Jenny Tapia

Jenny Tapia

About Jenny:

I’m in a mission to educate and expand financial literacy by leading a team of Prosperity Leaders and help families plan for their future. 

Jenny Tapia
Jenny Tapia
Licensed Financial Professional
Insurance Protection

The most important part of preparing for the future is protecting it. As an independent agent, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.

Retirement Strategies

The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As an independent agent, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.

College Funding

No parent wants to compromise the quality of their children’s education, yet tuition costs continue to rise. Whether you’re preparing to send your first – or fifth – child to college, I am here to share useful tactics on how to effectively support your children’s future while still saving for yours.

Life Insurance

A comprehensive life insurance policy is key to protecting those you care about most. Whether you are looking for simple and inexpensive coverage or a policy that offers additional benefits such as retirement income, I can walk you through the main types of insurance and decide which one is right for you.

Business Strategies

Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.

Estate Planning

Without a personal legacy plan, the value of your estate can be eroded by taxes and assets may be dispersed in unintended ways. I can work with your attorney and tax professional to fund legacy strategies that can include life insurance products to keep your loved ones secure long after you’re gone.

Schedule a Meeting

Any questions?
Call Jenny +1 646 659 1334

Address
304 North Cardinal St.
Dorchester Center, MA 02124

Work Hours
Monday to Friday: 7AM - 7PM
Weekend: 10AM - 5PM