Meet Your Financial Expert
Hello, my name is Raquel Watkins-Jones. I am your Strategic Wealth Coach and I am ready to guide you and your family toward your legacy of prosperity.
As a licensed wealth professional, I know intimately how the lack of financial planning and minimal means can devastate a family. My personal journey started when my husband died at the young age of 34 without having any insurance or savings. After experiencing and overcoming the sudden loss and financial toll this took on my young family, I made a commitment to help others in planning for life’s unexpected curveballs.
No matter your stage in life or circumstances, together we can strategically design your wealth management program through life insurance and financial planning. And...I’ll be with you every step of the way.
Strategic Wealth Offerings
The Love and Legacy Group provides our clients with strategies on how to Plan, Protect and Preserve their wealth. The role involves researching the market- place and recommending the most appropriate products and services available that best meet their needs.
Wealth Planning
What We Offer
​Ask about Living Benefits - the insurance you
don’t have to die to use!
Financial Education Seminars
College Planning
Life Insurance Planning
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Wealth Preservation
What We Offer
Retirement Planning
Legacy Planning
Final Expense
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​ Ask about our Guaranteed Lifetime Income!
Testimonials
When my grandmother passed away I had know idea the kind of financial burden headed my way. Who knew
funeral arrangements were so expensive? That ordeal opened my eyes as to why life insurance is so important. It removes the worries of the costs when laying someone to rest. Now I'm thinking of my sister and goddaughters. I'd like to remove those costs of burying me. I'd also like to leave money behind for my goddaughters and their future.
That's what life insurance is. When you leave this world make sure you and your loved ones are secure.
Thanks to Raquel that wish will now come true!!!
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-Luther W
Fremont CA
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