PROTEGEMOS TUS SUEÑOS

We protect your dreams

(815) 880-5129
Hablamos Español

Helping You

Achieve Financial Goals & Protect Your Family

Insurance and much more

Hi! I'm

Monica Roman

I am a licensed life and health insurance specialist looking to help individuals and families. I have been in the financial industry for several years and love what I do. 

Rest assured that your family and assets will be protected. I appreciate learning about each person who enters into our office. Their history, family, interests, and concerns. I want to educate and offer you the finest solutions for meeting your current and future needs.

Life Insurance & Final Expense

Coverage for anything that life throws at you & your family

Annuities

Planning for tomorrow & retirement

Retirement

Helping you achieve financial freedom through investments

Notary Public

Quick & Easy notary services

Proudly offering services from

Happily serving all, including those with an ITIN

Term Life Insurance

Often Used: While your kids are young or for mortgage protection

Permanent Life Insurance

Ask about Final Expense Life Insurance

* Cash value loans and withdrawals reduce the death benefit of the policy and are subject to interest and taxes.

To get started with life insurance, click the button below to start the process.

Annuities

Do you feel confident that you will have enough money saved for a comfortable retirement? It may seem like retirement is far away, but there’s never a better time than the present to start planning. An annuity lets you accumulate money for retirement, providing tax-deferred growth during your accumulation years. Avoid the ups and downs of the market and have the money you worked hard for grow at a guaranteed interest rate. Together, we will make sure you don’t outlive your retirement savings.

Retirement

Helping you achieve a dignified retirement through various investment opportunities.

Other Services & Solutions

Family Protection

Final Expense Insurance

Obamacare - ACA

Disability Income Insurance

Critical Illness Insurance

Medicare Supplement Insurance

Long-Term Care Life Insurance

Member Benefits

Financial Benefits

  • Child Cancer Benefit
  • Estate Planning Benefit
  • Child Protection Benefit
  • Prenatal Benefit
  • Newborn Protection
  • Member Rewards Program
  • Orphan Income & Scholarships
  • Special Needs Benefit
  • Norton 360 With LifeLock
  • Tower Apartments
  • Financial Wellness Hub

Spiritual Benefits

  • Camp
  • Retreat
  • Sacramental
  • Seminarian Scholarship
  • Prayer Network

Educational Benefits

  • Catholic Grade School Scholarship Program
  • Catholic High School Scholarship Program
  • College Scholarship Program

Wellness Benefits

  • Medic Alert
  • Family Care Suite
  • Prescription Savings Program
  • Carefree Pet Program

Not sure what you need, or just want to talk? Let's get in touch.

Or Call (815) 880-5129

What do people say?

Testimonials from the folks who changed their lives – for better.

Joanna has been working with me for nearly a year now and what an eventful year it has been. Joanna’s guidance, support and honesty have helped me not only navigate some tricky life changes but have also helped me achieve some lifelong goals. I would recommend her coaching services to anyone - Thank you Joanna!
Mary Doolittle
Mother of 4
I trained to be a life coach with Joanna in 2017 and it’s one of the best things I’ve ever done. She really made me believe I could do this and changed my life in the process. I now have a thriving business and I owe much of this to the input I’ve had from this dedicated, wonderful lady. I highly recommend Joanna’s services in coaching!"
Kelly Whitberg
Author

Come meet me in person

144 Washington St., Woodstock, IL 60098
Phone: (815) 880-5129

Contact me for a free consulation

Reach out for your Future