"I believe that financial security isn't just about numbers—it’s about protecting the people you love from the burdens they shouldn't have to carry.I’m Katie Pessagno, and my mission is driven by a difficult reality I had to face firsthand. When I lost my dad, I wasn't just left with a loss; I was left with a mountain of debt, a home to clear, and a grueling year-long probate process—all because there was no will or life insurance in place. I had to put my grief on hold for over a year just to manage the logistics of his passing.I don’t want that to be your family’s story.Whether you are a small business owner looking to protect what you’ve built or a family provider securing your legacy, I specialize in creating clear, comprehensive plans that handle the 'heavy lifting' for you. My goal is to ensure that when the time comes, your loved ones have the space to grieve and remember you—not a list of debts and legal hurdles to solve.Let’s work together to make sure your transition is a gift of peace, not a burden of paperwork.Click the button below to schedule a time we can meet and talk about your needs.

This isn’t your typical retirement plan. It’s a smart, secure, and personalized approach designed to support your lifestyle now and into the future.