Borlie Financial

07/09/2025

I'm happy to announce that I'm officially a certified RSSA.

A Member of The National Association of Registered Social Security Analyst. ® (RSSA®)
I'm excited to share that I have officially earned the Registered Social Security Analyst® (RSSA®) credential! This specialized certification allows me to help individuals, families, and businesses optimize Social Security benefits and make informed financial decisions for retirement. Most people don't realize that claiming Social Security at the wrong time can mean losing out on thousands of dollars in lifetime benefits. My goal as an RSSA® is to provide expert guidance so you can make the best financial choices. If you have any questions about your Social Security benefits or know someone who could benefit from a personalized Social Security plan, I'd love to help! Let's schedule a quick consultation. Thank you for your support, and I look forward to helping you!

Welcome to my scheduling page. Please follow the instructions to add an event to my calendar.

10/14/2024

There are LTC Carrires that make it easy for you to have a LTC policy for long term family porctctions; With alot of the new products on the market now, they can be customized to your needs. No more, "if you don't use it, you will lose it."
I'm available for a consultation, please inquire by scheduling an appointment or inbox me direct to schedule a time.
http://calendly.com/shariborlie
www.futurityfirst.com/shari-borlie

09/23/2024

Life Hint; Dont be caught by surprise, protect you and your family before it's too late. Give me a call, and we can review many customizable options on the market.
www.futurityfirst.com/shari-borlie

09/07/2024

Are you thinking about the future of your health? Well, I'm here to help you with those critical decisions that can make a world of difference for you and your family. Give us a call or inbox me direct.
www.futurityfirst.com/shari-borlie

08/30/2024

Have a Great Labor Day Weekend!

08/24/2024

Rolling dice can’t determine how long you will need protection. Let your trusted financial professional help with that.
www.futurityfirst.com/shari-borlie

08/04/2024

No need to cross fingers. Have protection for life, and maybe some peace of mind.
www.futurityfirst.com/shari-borlie

07/22/2024

We always want to be there for our family as much as we can.
My dad was always there for us. I want to do the same for my mom now that he’s gone. I want to make sure we are prepared for whatever comes our way: in my family life and her retirement.
Inquire within for a consultation, we are here to help.

www.futurityfirst.com/shari-borlie

07/04/2024

❤️🤍🩵🇺🇸🙏

06/15/2024

Are your 401(k) dollars working as hard as possible for you? Sometimes, “lazy” retirement dollars can be repurposed to provide different value in retirement. Want to learn more; let’s chat.


www.futurityfirst.com/shari-borlie

06/05/2024

JUNE IS ANNUITY MONTH
GLOBAL ATLANTIC ANNUITY CONSUMER BROCHURE

"C:\Users\User\OneDrive\Desktop\JUNE is Annuity Month\Global Atlantic FIA1705 (05-24) Client brochure.pdf"

I work to give my clients peace of mind and a clear plan for the future. That includes helping with health and life insurance, clarifying Medicare options and evaluating retirement planning tools. I help individuals, families and businesses with a wide range of goals and budgets because everyone des...

06/03/2024

June is Annuity month

This is the perfect time to reach out to you, to talk
about the advantages of annuities.

According to LIMRA, in 2023, total U.S. annuity sales grew by 23%, and fixed index annuity sales grew by 20%.

Checkout these advanced resources that I have provided for you on FA’s and FIA’s.
Please inbox me to schedule a consultation.

https://agents.equitrust.com/files/Forms/ET-GEN-BR-1002.PDF

https://agents.equitrust.com/files/Forms/ET-GEN-BR-1002.PDF



www.futurityfirst.com/shari-borlie

I work to give my clients peace of mind and a clear plan for the future. That includes helping with health and life insurance, clarifying Medicare options and evaluating retirement planning tools. I help individuals, families and businesses with a wide range of goals and budgets because everyone des...