Melissa Lipford

Owner/Finance Expert

Because your future deserves more than a plan - it deserves protection

Helping families look at financial products differently.

Trust Consulting Service

Our Trusts

Are As Solid As Concrete

Asset control refers to the ability to manage and oversee assets effectively. Asset control is important for Financial Planning, Risk Management, Strategic Decision-Making, Estate Planning, Tax Efficiency, Adaptability to Life Changes, Protection Against Fraud, Meeting Financial Goals, Peace of Mind, and Asset Protection.

Using multiple strategies, including the Spendthrift Provision, Nexxess Business Advisors Client Services team, CPAs, and Attorneys can help you strategize and implement ethical and legal asset control to build and protect wealth in the present for the benefit of you and Beneficiaries in the future.

Life Insurance Products

Our Reputation

Is As Solid As Concrete

At Lipford Financial Services and Matriarch Consultants have a team of highly skilled professionals with expertise in various areas. We provide a wide range of professional services, including wealth building with insurance, retirement planning, small business growth, final expense, health, and education on what life insurance can provide as a living benefit.

  • Term Insurance

  • Whole Life Insurance

  • Annuity

  • Indexed Universal Life

99%

Client Satisfaction

10K+

Life Insurance Clients

15K+

Policies Written

1

Person at a time

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