Maria Warren

About Maria Warren

I help families navigate the complex world of finance to build stability, security, and success.As a Financial Professional, I believe that education and planning are the keys to a secure future. I am dedicated to empowering my clients with personalized solutions, like Indexed Universal Life (IUL) insurance and retirement strategies, that align with their specific goals. My background in teaching has given me a unique passion for educating my clients, ensuring they understand every step of their financial journey rather than just being sold a product.Who I work with:* Families seeking financial protection* Individuals looking for retirement clarity* Educators and professionals planning for the futureWhat I Offer:* Comprehensive Financial Planning: conduct deep-dive analyses of client finances to identify gaps in coverage and opportunities for growth.* Client Education: simplify complex financial concepts (such as IULs and annuities) to help clients make confident decisions.* Relationship Building: maintain long-term relationships with clients to adjust strategies as their life circumstances change.On a personal note, as a mother of two teenage boys and four stepchildren, I deeply understand the drive to protect one\'s family. When I\'m not strategizing for clients, you can find me cheering on my boys at basketball games or spending time with our three dogs.

Experience

1. Financial Professional

   Ascent Financial Solutions, Llc

   Present