Lilypad Insurance Managers Inc

Modern Wealth LLC, located in Sarasota, FL, specializes in comprehensive financial planning with a focus on protecting what matters most to clients, whether it's family, lifestyle, or business aspirations. The firm emphasizes guiding clients through their financial journeys to ensure their goals and values are prioritized. Led by founder Jennifer Lee, Modern Wealth brings together a diverse team committed to being personal advocates for clients, offering ongoing coaching and support to navigate life's financial peaks and valleys. The firm views finance as a means to express care and consideration for loved ones, preparing for both present and future needs. Generated from the website

Angela Harris, known as “The Insurance Lady,” is the owner & broker of Insurance Professionals of America, Inc. Her agency specializes in Medicare, prescription plans, life insurance, dental, vision, cancer coverage, critical illness, home care plans, travel insurance, and under 65 individuals un...

Setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. We take the time to understand you and your goals, understand those changing markets and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.