Why Fetch Your Wealth?

At Fetch Your Wealth we believe that wealth is retrievable and tangible if you have the right savings mindset. 

Our mission is to provide assistance and knowledge to small business owners, first responders, and their loved ones in various life stages, including those who are:

  • In good health

  • Facing disability

  • Approaching retirement

How do we accomplish this? By enhancing financial preparedness for unforeseen circumstances and offering guidance for life beyond the workplace.

We also extend our support and education to:

  • Individuals

  • Business owners

  • Families

  • Individuals considering retirement

  • Those looking to start saving for their children's education

Our Approach

We use strategies to help you create a clear pathway to tax minimization using annuities and life insurance as a tool that will provide and secure your wealth.

We can make these advanced strategies accessible for you and your family, ensuring that you're financially prepared for all of life's major milestones like college funding, home buying, retirement, and more!

At Fetch Your Wealth, we work with top insurance carriers to ensure your retirement is guaranteed, available, predictable, and flexible.

Joan’s Story

Joan is not just an officer’s wife, but an advocate that has worked tirelessly to ensure her family and other police families are financially secure--despite an officer's disability.

When Joan’s husband, Greg, was injured, she thought they had proper plans in place. Greg, a medically retired police officer, EMT, and firefighter of 26 years was injured on the job. Joan quickly realized within the year after her husband’s injury, that worker’s compensation and the pension plan were NOT enough for her family to be financially secure.

After years of paying costly out-of-pocket medical bills totaling more than $55,000 (with maxed out credit card debt alone), the family received no reimbursement. When Greg’s compensation finally kicked in, it was only a fraction of his salary, leaving a huge income gap, and causing massive financial stress on the family.

As a CPA, Joan learned how to leverage the tools she uses in her business to survive this challenge.

She went from being a stay-at-home mom with a part- time accounting firm, to supporting her family with a full-time business that specializes in financially serving police and first responders who feel uncertain about their future - whether they are healthy or disabled.