It All Starts With A Proactive Planning

Financial Planning

Have you protected yourself and your family?

Want to see what you can do for your situation?

Business Protection Planning

Are you a successful business owner with a partner who needs a review of your keyman insurance? Or do you even have keyman Insurance to protect your business interests?

Want to see how your business can be secured in any situation?


Carolyn Muccioli helps individuals and business owners by educating them on the basics of advanced planning and leading them through a process to identify planning opportunities. Ultimately, this allows the best solutions to get done in the most efficient and risk-free system available.

Carolyn Muccioli holds her Health and Life Insurance licenses along with Certified Long Term Care designation. She has been in the financial planning industry since 2008.

As an independent wealth manager, Carolyn serves high income and business owners in the following:

  • Comprehensive Financial Planning
  • Business Protection Planning
  • Estate Planning
  • Investment Portfolio Analysis
  • Annuities and Life Insurance Planning
  • Tax-Sensitive Investment Analysis
  • Long Term Care Planning
  • Health Insurance Planning