Clarity. Confidence. Control.
Want security, freedom or a legacy — or all three? It starts with a clear vision for your financial future.
Get the knowledge. Make the moves.
Understand your options — annuities, IULs, Medicare and more. Build a plan that puts you in control— with a guide you can trust.
Step 1
Define Your Financial Journey
What do I want my money to do for me — 10, 20, 30 years from now?
Step 2
Discover the Right Resource Mix
Am I protecting what matters with the right tools — like retirement planning, life insurance or Medicare strategies?
Step 3
Plan with Confidence
What financial guidance do I need to make smart decisions and avoid mistakes?
free webinar
5 Smart Ways to Make Your Savings Work Harder
Saving is just the start — now it’s time to make your money work for you. Join our live, bi-weekly 30-minute class and discover:
1. The key difference between saving and growing wealth
2. How to shield your money from inflation and market drops
3. Smarter ways to use tax-advantaged accounts
4. Strategies to protect your retirement income
5. One simple step you can take today to benefit your future self
Fast. Clear. Actionable. Start building a smarter financial future — in just 15 minutes.
15-Minute Call
Big impact, small time commitment
No Pressure
Learn at your own pace. Decide when you’re ready.
Your Schedule
Mornings, evenings or weekends — we work around you.
Unlock Your Path to Financial Growth
Planning your retirement? Our expert-designed guide helps people aged 55-70 explore smart, tailored options so you can confidently shape your future.
Inside you’ll discover:
Download your free guide now — and take the first step toward a secure, confident retirement.
About us
Insurance isn't just my career -
it's my family's legacy.
About Me....
You could say I was raised in the business - my father and mother each bring over 40 years of experience in insurance, and my brother adds another 15. Together, our family has more than nine decades of experience helping clients safeguard their futures.
For me, insurance isn't just a career - it's personal. My father, who dedicated over 40 years to helping others plan and protect their families, passed away from cancer in 2023. Watching him face that journey without having the plans he'd helped so many others create became the driving force behind my mission. I'm deeply committed to ensuring that no other family finds themselves unprepared during life's most challenging moments.
Family Affair
That experience fuels my passion to educate, empower, and guide clients toward confident decisions - helping them build lasting security for their future and legacy.
95 years
of Combined Family Experience
I grew up watching my family help families plan and protect what matters most.
One of my favorite quotes from my father before he passed - "Reminds me of your old man, just don't lose sight of life itself"
- Jesse Leigh Mills III
Frequently asked questions
Straight answers. No jargon. Just what you need to know.
What's an annuity, and how does it work?
An annuity is designed to give you guaranteed income in retirement. You contribute money (all at once or over time), and it pays you a steady income — often for life.
Life insurance vs. IUL — what’s the difference?
Both provide protection, but an Indexed Universal Life (IUL) policy does more. It combines life insurance with the potential to build cash value linked to market performance.
When should I start planning for Medicare?
Start at least 6 months before you turn 65. That gives you time to understand Parts A, B, C & D — and explore if supplemental coverage fits your needs.
Is an annuity right for me?
It could be — if you want reliable, predictable income in retirement and protection from outliving your savings. We'll help you decide based on your specific goals.
Do I need a long-term financial plan, or just insurance?
Insurance protects what you have. A financial plan builds your future — covering income, healthcare, and legacy. At Plan With Mac, we help you bring it all together.
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