Marissa Cozzolino
Financial Strategist
At I.C. Life, our core, we believe that
everyone deserves peace of mind
when it comes to their financial future. Honesty and transparency are the foundation of lifelong relationships, and we are dedicated to being advocates for our clients.
About
We are your partners in financial security. With a legacy of trust and a commitment to excellence, we've been helping individuals and businesses protect their futures.
Our team of experts understands that life is full of uncertainties, and that's why we're dedicated to providing you with tailored insurance solutions that suit your unique needs.
About
We are your partners in financial security. With a legacy of trust and a commitment to excellence, we've been helping individuals and businesses protect their futures.
Our team of experts understands that life is full of uncertainties, and that's why we're dedicated to providing you with tailored insurance solutions that suit your unique needs.
Service
Personalized Financial Assessments
Financial planning is a comprehensive process that focuses on assessing your current financial situation, estimating future income and expenses, and creating a tailored strategy to secure your financial future. Whether it’s preparing for retirement, protecting your family with life insurance, or ensuring access to cash throughout your life, our approach is designed to help you maintain your lifestyle and achieve your goals.
Service
Personalized Financial Assessments
Financial planning is a comprehensive process that focuses on assessing your current financial situation, estimating future income and expenses, and creating a tailored strategy to secure your financial future. Whether it’s preparing for retirement, protecting your family with life insurance, or ensuring access to cash throughout your life, our approach is designed to help you maintain your lifestyle and achieve your goals.
Retirement Planning
Planning for retirement is one of the most important steps in securing your financial future. It’s about more than just saving money. It’s about creating a strategy that aligns with your goals, values, and the life you envision. We help you navigate the complexities of retirement planning with personalized solutions tailored to your unique needs. From estimating future expenses and safeguarding against inflation to preparing for healthcare costs and unexpected challenges, we ensure every aspect of your retirement is covered.
Retirement Planning
We help you navigate the complexities of retirement planning with personalized solutions tailored to your unique needs. From estimating future expenses and safeguarding against inflation to preparing for healthcare costs and unexpected challenges, we ensure every aspect of your retirement is covered.
Business Succession Planning
We provide business succession planning to facilitate a seamless transition of ownership while safeguarding the legacy of your business. Our tailored employee benefit solutions are designed to attract and retain top talent, offering tax advantages and enhancing cash flow. By aligning your financial strategies with your business objectives, we help you create a more resilient and prosperous future.
Business Succession Planning
We provide business succession planning to facilitate a seamless transition of ownership while safeguarding the legacy of your business.
Estate Planning
Estate planning is essential for ensuring your assets are distributed according to your wishes while protecting your loved ones from unnecessary legal and financial burdens. It provides clarity and security, allowing you to designate beneficiaries, minimize taxes, and establish guardianship for dependents if needed. A well-crafted estate plan not only safeguards your legacy but also offers peace of mind, knowing your future and the future of those you care about are secure.
Estate Planning
Estate planning is essential for ensuring your assets are distributed according to your wishes while protecting your loved ones from unnecessary legal and financial burdens.
OUR FINANCIAL TEAM
At I.C. Life, our core, we believe that
everyone deserves peace of mind
when it comes to their financial future. Honesty and transparency are the foundation of lifelong relationships, and we are dedicated to being advocates for our clients.
Through education and guidance, we empower you to take charge of your future with confidence and clarity. Retirement is meant to be enjoyed, not merely endured, and our goal is to ensure you feel comfortable and prepared every step of the way.
Financial education is a right, not a privilege, and every individual deserves a legacy they can be proud of. Let us help you focus on what truly matters, so money is one less thing to worry about.
TESTIMONIALS
What others are saying
"She's not pushy, she finds the best insurance for you."
"Marissa is very personable & she makes sure all your needs are met. She's not pushy, she finds the best insurance for you. I would recommend her if you are interested in getting life insurance."
- Sherry E.
'"She is straight to the point and gave me everything that I need..."
"Marissa is awesome. She is straight to the point and gave me everything that I need along with good conversation and comfort. If you are looking for an insurance agent she is your girl. She has such a peace about her and I love it..."
- Theresa D.
"I highly recommend her!""
"Marissa is professional, knowledgeable, and responded quickly to my inquiry. She has a very personable, non-pressure approach and explained my options clearly in detail. I highly recommend her!"
-Patricia K.
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