Insurance & Financial Professional Retirement and Long Term Care Specialist
Insurance & Financial Professional Retirement and Long Term Care Specialist
"Helping you prepare for your future"
About me
From Setback to Security
After dedicating 30 years to the telephone company as a Business Service Supervisor, Sandra diligently planned for her retirement, much like she advises her clients to do today. While raising five children and being a wife, she consistently saved money through her company-provided 401k, building a secure foundation for her future.
Upon her retirement, Sandra celebrated a new chapter, eager to pursue her passion for helping others. She enrolled in classes and founded a non-profit organization dedicated to supporting foster care youth in the Greater Los Angeles Area. Through this organization, she touched hundreds of families, providing resources, confidence, and hope for the future. She organized community events, even bringing in celebrities to raise money and awareness for the challenges foster care children and families face.
Then, the market crashed in 2008. Sandra, like many others, experienced a devastating financial setback, losing the security she had worked so hard to build. This loss threatened her ability to continue her non-profit work and live out her passion full-time.
Faced with having to go back to work, Sandra chose a new path – the financial industry. She committed herself to an intense period of study, reading, and coursework, determined to understand the intricacies of money management, particularly within the United States. From that pivotal moment, Sandra's mission became clear: to empower people to outlive their money, ensuring they feel the comfort and security needed to live, work, and play the way they deserve.
Drawing on decades of customer service experience, hands-on business leadership, and now, a profound personal understanding of financial resilience, Sandra specializes in helping clients navigate retirement planning, long-term care solutions, and insurance products designed to protect families. Her approach is grounded in empathy, integrity, and real-world expertise, born from her own journey.
Today, Sandra is more than just an advisor—she's a trusted partner committed to your financial well-being and peace of mind. Sandra L. Willis Owner and Founder embarked on her journey in the life insurance and financial services industry in 2011. Over the years, she has made a profound impact by helping countless families, professionals, students, and retirees achieve their financial goals. Sandra’s expertise and dedication to her clients have driven her success. She currently holds several out-of-state insurance licenses, allowing her to serve clients across various locations and act on her passion for helping others, no matter where they reside.
A Passion for purpose
Sandra’s greatest passions lie in serving those who have built the foundation of our society—our senior citizens—and guiding today’s workforce as they prepare for a secure and meaningful retirement.
As someone who is both a retiree and actively engaged in the senior community, Sandra brings a rare, deeply personal perspective to her work. She understands the challenges of aging, the concerns about financial stability, healthcare decisions, and the importance of finding the right housing solutions. Having experienced financial hardship herself, she intimately knows how vital it is for those still in the workforce to prepare wisely for the journey ahead, to prevent others from facing similar setbacks.
With expertise in personal finance, healthcare planning, retirement strategy, and senior housing, Sandra is committed to helping her clients make confident, informed decisions. More than that, she ensures they have access to the essential resources and support systems they might not otherwise find.
Sandra’s mission is simple: to empower individuals—whether they’re approaching retirement or already living it—to enjoy peace of mind, dignity, and a future they’ve prepared for with care, knowing they have a plan to outlive their money. Her practice is designed to offer a comprehensive range of financial services, ensuring her clients receive well-rounded support for their needs.
building your confident future
Sandra partners with A+ rated insurance carriers, with a mission to provide the best options tailored to her clients' unique financial situations. With certifications in both retirement and income planning and long-term care., Sandra is more than a consultant-she's a guide. Whether you're five years from retirement or already navigating care needs, her mission is simple: help you plan with confidence a life with peace of mind, built on a foundation of financial security she herself now helps others achieve.
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.