Dana Williams

The Life Solutions Expert

For over twenty-five (25) years, I worked for Corporate America in the field of Human Resource Management, Health Care Administration and Retirement Planning. After exploring many options that inspired me, I soon realized that I wanted a career where my main goal and objective would be to help others improve and enrich their lives by educating them to be more pro-active in the choices they made when it came to their Health Care Benefits, Financial Planning and Retirement Options. In 2005, on my quest to seek a new career, I took that giant leap of faith to run my own business which gave me the opportunity to offer the best products, services and protection to my clients.

As a licensed professional and leader in the industry, I have come to realize that most people spend more time planning for a vacation than protecting their households and those they love from “life’s unforeseen circumstances”. My passion in the work I do is driven by empowering my clients with the tools they need to achieve their personal and financial goals no matter what their current economic status, educational background, or lifestyle.

My priority is to earn your trust by providing you with the highest level of customer service that you deserve so that you too can experience financial freedom and peace of mind.

That is my commitment to you!

My Philosophy

In my line of work, I visit 15-20 households every week, giving me a unique window into the financial lives of countless individuals and families. Over the years, I've gained a wealth of experience that extends far beyond numbers and paperwork. It's about understanding the stories, dreams, and aspirations that each person carries with them.

I've witnessed firsthand the challenges that many of us face in navigating a system that often feels like it's rigged against us from the start. But I'm here to tell you that we don't have to go it alone. My philosophy is rooted in the belief that together, we can create a more equitable and just playing field.

It's not about just finding the right insurance coverage, preparing legal documents, or notarizing papers. It's about recognizing that we're all in this together, striving for a fighting chance in a world where the odds sometimes seem stacked against us.

So, whether you're seeking assistance with your insurance needs, legal documents, or are in need of life coaching, know that I'm here to lend a hand. My approach is down-to-earth, easy to understand, and always focused on your unique circumstances. Together, we can navigate the challenges, make informed decisions, and work towards a brighter future where we all have a shot at success.

Core Values

  • Integrity forms the foundation of trust between me and my clients. I believe that by always acting with honesty and transparency, I can ensure my clients receive the best possible guidance and protection for their unique needs.

  • In times of uncertainty, my clients rely on me to provide them with dependable financial security. By prioritizing stability, I aim to offer insurance solutions that stand the test of time, ensuring my clients' peace of mind and a solid foundation for their future.

  • I believe that going above and beyond to serve my clients is the cornerstone of a successful and meaningful partnership. I am committed to providing exceptional service, addressing my clients' needs promptly, and ensuring their satisfaction every step of the way, because their well-being is my ultimate priority.

  • I understand that the protection and financial well-being of my clients hinge on the quality of the insurance solutions I provide. I am dedicated to offering top-tier insurance options, thorough assessments, and meticulous attention to detail to ensure that my clients receive the highest level of coverage and support.

  • I view each client's financial security and peace of mind as a personal responsibility. I am unwavering in my dedication to securing the best insurance solutions, offering ongoing support, and being a reliable partner throughout their life's journey.

“If You Want to Fly You Have to Give up the Things That Weigh You Down”
— Toni Morrison