About Marcey Warner Financial Representative

Hi, I’m Marcey Warner—mom of 4, sarcasm enthusiast, and your no-BS financial educator. I turn confusing money stuff into simple, laugh-out-loud plans so you sleep better at night. Book 30 minutes with me and we’ll: ✅ Build your family’s bulletproof life-insurance shield ✅ Cut your small-business health & retirement costs (yes, up to 50% tax credits!) ✅ Fund college without drowning in loans Zero sales pressure—just real talk, real numbers, and a custom game plan you can actually use. Grab your spot!”

Services Offered

• College Blueprint Plan

  Free 20-Minute Online Strategy Session<br>Tired of watching college costs outrun your savings? The College Blueprint shows parents how to fund any degree (or trade school, gap year, or “I changed my mind” pivot) using an Indexed Universal Life (IUL) cash engine—without the 529 handcuffs or FAFSA penalties.<br>In this quick Zoom call, you’ll get:<br>✅ A personalized cash-flow snapshot—see how $200–$500/month today can cover $100K+ in tuition tomorrow (tax-free).<br>✅ Side-by-side comparison: IUL vs. 529 vs.

  30 min

• Million Dollar Baby Plan – 30-Min Discovery Call

  Discover the tax-smart strategy that turns a child’s life insurance policy into a $1M+ wealth engine. We’ll cover:<br><br>How it works (infinite banking + IUL)<br>Real client case studies<br>Fit for your family’s goals<br>Q&A<br><br>No sales pressure – just clarity.<br>Zoom | 20 min | One-on-one

  30 min

• Complimentary Wealth Checkup – Free 1:1 Online Session

  Get a personalized 20-minute review of your finances:<br><br>Investments & retirement readiness<br>Debt, savings & cash flow<br>Tax-smart strategies<br><br>No cost, no obligation – just clarity.<br>Limited spots daily.

  30 min

• Teacher Retirement Pension Benefits Meeting

  Join us for a personalized one-on-one session with a retirement specialist to review your pension benefits, explore eligibility options, and plan your secure financial future. Whether you&#039;re nearing retirement or just starting to think ahead, we&#039;ll answer your questions and provide clear guidance tailored to your teaching career.<br><br>Duration: 30–45 minutes<br>Format: Virtual (via Zoom or phone)<br>What to bring: TRS login, service history (if available), and any pension-related questions

  30 min

• Empowering Small Business Owners with Smart Employee Benefits Strategies

  Join us for an insightful virtual roundtable designed exclusively for small business owners looking to attract, retain, and support top talent through competitive, cost-effective employee benefits.<br>In this 60-minute session, you’ll discover:<br><br>Affordable health, dental, and vision plans tailored for teams of 2–50<br>401(k) and retirement options that don’t break the bank<br>Flexible PTO, wellness stipends, and remote work perks employees love<br>Tax advantages and compliance tips for offering benefits

  30 min

Classes

• What is the Million Dollar Baby Program?

  60 min · 15 slots

Locations

Business Hours

• Monday: 09:00 – 19:00
• Tuesday: 09:00 – 19:00
• Wednesday: 09:00 – 19:00
• Thursday: 09:00 – 19:00
• Friday: 09:00 – 19:00
• Saturday: 09:00 – 17:00
• Sunday: 09:00 – 17:00