Insurance, Risk & Legacy Planning
Protect What Matters Most
Safeguard Your Wealth & Legacy
Financial protection is about more than policies — it’s about peace of mind.
At Protegro, we help you prepare for the unexpected and protect the people and things that matter most. Our goal is simple: to give you confidence that, no matter what happens, your financial plan keeps you secure, supported, and in control.
Why Protection Matters
Life can change in an instant. Whether it’s an illness, a loss, or an unexpected event, having the right coverage and legacy plan in place ensures that your loved ones — and your goals — remain protected.
We’ll help you identify potential risks, understand your options, and build a plan that balances protection, flexibility, and long-term growth.
Planning for “What If”,
So You Can Focus on What’s Now.
What’s Included
Financial protection is about more than policies — it’s about peace of mind.
Life Insurance Planning
Ensure your loved ones are protected with coverage that aligns with your financial goals and life stage. We help you determine the right type and amount of protection, without the overwhelm.
Disability & Income Protection
Your ability to earn an income is your greatest asset. We create strategies that maintain financial stability if illness or injury disrupts your work or business.
Long-Term Care Insurance Planning
Plan ahead for future care needs. We’ll help you explore coverage options that protect your independence while reducing the financial burden on your family.
Estate & Legacy Planning
Preserve your wealth and pass it on according to your wishes. We’ll coordinate with your estate attorney and other advisors to help you create a thoughtful, tax-efficient legacy plan.
Wendy’s Approach
A Personalized Plan That Fits Your Life.
There’s no one-size-fits-all approach to financial protection. Wendy takes the time to understand your unique goals, family dynamics, and values before designing strategies that bring clarity and confidence.
Whether you’re starting a family, planning for retirement, or managing an inheritance, we’ll ensure your plan adapts to your evolving needs.
Ready to Protect What You Value Most?
No pressure, no jargon — just practical guidance that helps you feel confident about your next step.