Etta Lowery - Founder
In today’s complex financial world, securing peace of mind can feel overwhelming. As a licensed independent insurance educator, my mission is to help navigate individuals and families through the intricate landscapes of insurance planning, retirement, Medicare, and Social Security. I am passionate about empowering my clients to make informed decisions to secure their future, protect their well-being, and help them navigate life’s uncertainties with confidence.
At twenty-eight, I entered the insurance and financial planning industry, driven by a deep desire to help individuals achieve lasting peace of mind. Early on, I witnessed family and friends struggle due to a lack of financial education, which made planning for their future more difficult. Inspired by their experiences, I chose to pursue a career where I could make a meaningful difference.
Throughout my career, I have held various leadership roles—managing teams, overseeing recruitment and development, solving complex problems, developing strategic solutions, and enhancing customer experiences. While these experiences have been highly rewarding, I realized that to truly fulfill my purpose, I needed to connect directly with consumers to ensure they received the knowledge necessary to empower them to make informed financial decisions. Motivated by this insight, I founded my own brokerage firm, Collaborative Milestones, with the goal of providing consumers the knowledge they need to make financial decisions that align with their values and lifestyles.
At Collaborative Milestones, we are committed to providing clear and concise information to help you navigate the complexities of Medicare planning, Employer group insurance, and Retirement planning. We equip you with the knowledge to make confident, informed decisions to secure your future and well-being.
As I continue to grow in my mission, I am deeply committed to educating beneficiaries about their healthcare options and living benefits. I have noticed that many individuals approaching age sixty-five often lack the necessary knowledge and preparation to navigate their Medicare options. This knowledge gap can lead to higher out-of-pocket expenses and added stress during significant life changes. My goal is to empower everyone I work with by providing the knowledge they need to make informed decisions and effectively safeguard against the unforeseen.
Additionally, I have recognized a growing need to educate employers about voluntary benefits—living benefits that provide essential financial support to employees. These benefits help cover healthcare and indirect costs without depleting personal savings. By partnering with employers to enhance their benefits offerings, I aim to improve employees' well-being and foster a more secure financial environment for all.
✓ Life and Health
✓ Property and Casualty
✓ Chartered Retirement Planning Counselor®
✓ Certified in Long Term Care
✓ Medicare AHIP Certification
✓ Certified Insurance Counselor (CIC)
✓ BA in Business Administration, Stillman College
✓ MBA, Southern Methodist University
