Financial Coaching and Insurance Services
Your Future Starts Now. Find Peace, Clarity, Wealth, and Health!
Financial Coaching and Insurance Services
Removing stress and anxiety from your financial situation is what we do! Have you been putting off your Financial Health or Insurance Review and need a checkup? It does not matter what stage of life or Income level. Fresh out of college to navigating retirement, we can help!
I've been coaching people for 15+ years with wealth accumulation strategies, debt reduction strategies, and insurance risk assessment. My passion to help others started with leading a small group at church and led me to launch a business. My role as Daddy to Two Sets of Twins might help you understand where I came up with our name.
Clients take steps at their pace and without pressure of feeling sold. At Twin Wealth Strategies we serve people. Serving People rather than selling them, allows God to be involved in the results. I have faith He will always provide. Sometimes a new client is not added, but a new friend is celebrated!
We spend a lot of time with small business owners and understand their pain points. Each individual/family/business we serve have different needs, wants, goals, and dreams. We have the ability to manage financial and insurance complexity with ease and with the heart of a teacher. Providing clients with knowledge for them to make educated decisions today..... ultimately taking action on strategies which determine their tomorrow's.
Click Here to See what Rollin had to say:
Peggy S. said:
"My name is Peggy S. and I have a Medicare Advantage policy with Devoted Health. My agent is Tom Drolet and the experience I have had working with him has been excellent. Tom is very knowledgeable and has exceeded my expectations by returning phone calls, text messages, and emails answering any questions I have had regarding the plan.
Before deciding to go with Devoted Health, Tom sat down with me to discuss all available insurance options. He asked me for a list of all doctors and medications I currently used to ensure they would be covered under the Devoted plan and that my doctors were in network providers.
Whenever you reach Medicare age and have lots of questions as I did, I highly recommend Tom Drolet. Tom made this new stage in my life an easy transition. He will kindly answer all your questions and offer the professional advice needed in making these important decisions."
Ann T. said:
" Recently I was in my bank’s branch location. Bank personnel asked me what I had done this year to improve my family’s financial situation. I responded that I had applied for a Medicare Advantage Plan. The plan chosen for me by Tom Drolet, my Medicare Advantage Representative, has enabled me to add significantly to my savings on a regular monthly basis."
Sometimes the consultation results in a recommendation to keep what you have!
We celebrate that you have the best option with a high five or fist bump and you go tell everyone of the great honest counsel.
If enrolling into an insurance plan is the result to better your situation, than the Insurance carrier pays the agent commission. Medicare regulates commissions that Insurance companies can pay agents. I'm an Independent Agent Proudly Contracted with Advocate Health Advisors. I Don't work for an insurance company. Being appointed with many insurance carriers allows an unbiased comparison approach to coverage. I'm able to help the client select a plan which is best suited for their specific situation.
Download the FREE Guide below for more information and then be sure to call me for your next annual review! I'd be honored to Help You!
Health, Dental, Vision................Marketplace offerings and Fully Underwritten Policies too! Contact us today for a quote! We will find the plan that is right for your situation.
We can help employees regain focus at work by improving Financial and Personal Health.
We help the Church to gain control of financial gifts in times of crisis . Helping those who receive gifts to become sustainable. Reoccurring financial assistance will halt so the Church can serve more needs within the community.
Licensed Insurance Producer access to 40 different Carriers meeting client individual and group policy needs
AL, GA, FL, TX
Medicare Solutions Independent Agent w/Advocate Health Advisors
Medicare Advantage - Supplements-Prescription Drug Plan options
We might have a bit of drama in the house but there is lots of love too!
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