Protecting Your Future Today

With life & health insurance, Medicare

and planned retirement strategies.

Your Broker Collette

Collette Ramsay-Taylor is the owner of Fluid Financial Group, LLC, a boutique financial services agency. Our service offerings include life insurance, Medicare, income protection, retirement planning, and estate planning education. Protecting your family and retirement is our number one priority. She provides more options for her clients because of the many different insurance carriers that she represents.

Women Have A Unique Life Journey

Women’s finances often differ from their counterparts in the following areas: education, career, children, and family care. Women typically graduate from universities with more student loan debt. While the wage gap has decreased, women are still making less than men do. Women still often stay home to raise their children, and upon returning to the workforce, they often have to take a step back in their careers. They are often the family caregivers for elderly family members. This means taking even more time from work. The impact of loss of income is greater because women tend to live longer and need a larger nest egg to retire. Fluid Financial Group, LLC, recognizes these differences and wants to help you grow your wealth so you can have the lifestyle you want to lead in the future.

Our Carriers