Meet Stephanie

Expert guidance

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Stephanie Searle CLTC
Educator · Speaker · Planner · Fierce Ally

Stephanie brings over 25 years of combined experience in financial markets with specialized expertise in Long Term Care Planning, holding the CLTC—Certified Long Term Care planning designation—and formerly licensed with Series 7, 22 and private placement credentials.

She possesses deep knowledge to:

  • Navigate complex financial portfolios, diverse lifestyles, and intricate medical situations

  • Collaborate seamlessly with financial professionals, businesses, or Family Offices

  • Develop timely, effective risk management solutions customized for your circumstances 

Her breadth of experience ensures you receive strategic guidance backed by both technical expertise and real-world market knowledge.

As an independent, your CLTC Specialist Stephanie represents a comprehensive suite of quality insurance solutions from the nation’s leading top-rated insurance carriers. With over 10 insurance carriers to work with, individual’s crafted plans can be compared for full transparency.

Through access to premier providers and rigorous evaluation processes, she delivers options tailored to your unique lifestyle and needs.

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Your planning outcome:

  • Dignity with security

  • Guarantees

  • Peace of Mind

  • Tax free benefits

  • Control of your “who, what, where, and how”

  • Ability to manage consequences

  • Risk management

  • Cash flow management

  • Opportunity cost

  • Protection for your assets, lifestyle, loved ones, and legacy.

Ready for Guidance?

Email today to learn what is available
Protect yourself and your family’s legacy.
Design a plan tailored to fit your unique lifestyle and needs.

Talk with Stephanie