Lakeisha Small

WORK HISTORY

EDUCATION

ABOUT LAKEISHA SMALL

I help high-income professionals—nurses, doctors, small business owners, and real estate investors—protect their income, reduce their tax bill, and build generational wealth through smart, customized financial strategies.After 20+ years as a registered nurse, I saw too many hardworking professionals burnt out, overworked, and overwhelmed. but still financially exposed. So, I became a licensed financial strategist—certified in Medicare, Medicaid, life, and health planning—to give healthcare pros and entrepreneurs a real plan to keep more of what they earn and turn income into lasting wealth.Today, I bridge the gap between health, wealth, and legacy. I support clients not only in building wealth, but also in preparing for what comes with aging: long-term care, dementia, elder transitions, and estate planning that actually protects what they\'ve built.If you’re making great money but feeling like:– You’re overpaying in taxes– You don’t have a real retirement or long-term care plan– You’ve outgrown your financial advisor– You’re unsure how Medicare, Medicaid, or estate decisions will impact your future– You’re not confident about protecting your family if illness strikes…You’re exactly who I serve. I specialize in: Tax-advantaged wealth strategies Life insurance as an asset Retirement & legacy planning Real estate investment alignment Medicare & Medicaid integration Long-term care & dementia-focused financial guidance Estate planning collaboration with elder care attorneys Risk protection for high earners & caregiversWhether you’re building wealth or facing the emotional and financial realities of caregiving, I bring clarity and calm to your next chapter.Let’s build your freedom plan—from income to impact. DM me or book a free consultation to explore what’s possible when your money finally works as hard as you do.