About Us
I'm Mamatha Rao
I am passionate about helping families secure their financial foundation. I started my career in the real estate and mortgage domain. In the 10 years of helping Individuals and families with their home purchase, I realised that most families needed proper guidance in the defensive financial planning space. They needed help with looking at their financial home from a different perspective. This led me to get my residential life insurance license in Texas and non-residential license from several states across the country.
I love expanding a client’s vision to enable them to answer “what if” scenarios , thus giving them the ability to holistically plan on protecting their family and hard earned money. I take pride in implementing financial solutions to fund estate, plan legacy, wealth building using tax strategies, retirement planning and kids education planning.
What My Clients Says
Mamatha assisted me with my life insurance policy, and I couldn't be more pleased with the service. She was thorough, attentive, and really took the time to understand my needs. She explained the benefits of Index Universal Life in a way that was easy to grasp and helped me make an informed choice. Her guidance and support were invaluable."
I had a great experience with Mamatha while exploring annuities for my retirement planning. She provided comprehensive information and comparisons that made my decision-making process much easier. Her professionalism and expertise in financial products were evident throughout our meetings. I'm confident that the annuity plan we chose is the best for my future.
I recently worked with Mamatha for my life insurance needs. She was incredibly knowledgeable about the different policies and helped me understand the nuances of each. Her recommendations for Index Universal Life insurance were tailored to my financial situation and goals. I appreciated her patience and clear explanations. Highly recommend!"
