Hello, I'm Lorena Tomasini and I help business owners and
c-suite executives discover why "Zero is your Hero"

Request your personalized retirement gap assessment to have peace of mind for your financial future. 

Traditional forms of investing are great ways to accumulate wealth, as long as the stock market is going up. What happens when the stock market crashes? Do you lose principal and interest gained? 

While it’s true that the market always corrects itself that lost gain will take years and more money to recuperate. Request your free-no obligation personalized report and we’ll run some numbers for you to compare what you’re currently doing and how we might be able to help you improve in the long-run. 

With your free, easy to read report you will be able to take action on: 

Level complete
Almost done 80%

    Request my personalized retirement gap assesment


    We will not sell or give your information to any third-party. This is only to contact you. By submitting this form you understand that an agent from MALM Life and Health Insurance Agency will contact you either by phone or email to provide you with information. No purchase necessary.

    "With my personalized report, I was able to see new strategies that would help me save on taxes in the future and also help safe-guard some of my finances in case of another recession. Then implementing the plan was easy, plus Lorena was with me every step of the way."
    Robert P.
    Business Owner