Refuge Financial Solutions BBB Business Review

Genuinely help people.

That's not just a motto, it's our driving passion and the motivation behind all we do. In the midst of uncertain and unstable times, we offer a safe place—a refuge—for those looking for trustworthy financial information and solutions to the problems they face. As an independent broker, we are able to maintain our focus solely on what's best for our clients. We prioritize our clients' wants and needs above all else as we educate them and find the best solutions for their unique situations.

OUR MISSION

WHAT WE OFFER

  • PROTECT YOUR FAMILY

    LIFE INSURANCE

    What would your family do if something happened to you tomorrow? Would they be protected and provided for?

  • PROTECT YOUR RETIREMENT

    STRATEGIC RETIREMENT PLANNING

    Do you feel confident about your retirement plan? Is ALL of your retirement savings still exposed to market fluctuations?

  • PROTECT YOURSELF FROM DEBT

    DEBT ELIMINATION

    What if you could pay off ALL your debt (including your mortgage) in half or even a third of the time? What kinds of things would you do if you were completely debt-free?

  • PROTECT YOUR HEALTH

    MEDICARE

    Overwhelmed when it comes to Medicare? What if there were someone you could trust to help explain it all to you and help guide you to the best option for your situation?

WHAT CLIENTS ARE SAYING

OUR PARTNERS

Refuge Refresh!

A monthly email that’s a refreshing resource & encouragement for your inbox!

(Never salesy but encouraging and informative!)