Joni Boelscher, MBA, Financial Professional

Joni Boelscher, MBA, Financial Professional Financial Strategist | Protecting Against Financial Devastation | Helping You Get Out of Debt, Build Wealth, and Leave a Lasting Legacy

As a financial professional, I am deeply committed to promoting financial literacy and personal empowerment. I invite you to embark on a journey with me to develop a comprehensive financial strategy tailored to your needs. Together, we will enhance your savings, manage risks, eliminate debt, and set you on a successful path to a timeless financial legacy!

🍷✨ Wine, Women & Wealth ✨🍷Ladies, this one is going to be so good. 💛We’re gathering again for a beautiful, no-pressure s...
04/29/2026

🍷✨ Wine, Women & Wealth ✨🍷
Ladies, this one is going to be so good. 💛
We’re gathering again for a beautiful, no-pressure space where women come together to connect, learn, and grow in confidence around money — and this month’s conversation is one we all need.
🌸 Think spring reset… but for your finances.

Because let’s be honest — most of us are paying for things we don’t fully understand… especially when it comes to insurance.
So we’re bringing in a guest who’s going to break it down in a way that actually makes sense 👇

🥂 Business Spotlight: England of Platinum Insurance- J England Group

Grab a glass and let’s talk insurance — the stuff no one really understands but everyone’s paying for.
Jaden will walk us through home, auto, and business coverage in real, simple terms — sharing:
💡 Where you might be overpaying
💡 What you might be missing
💡 The myths that need to go
It’s real talk, a little eye-opening, and might just save you money before your next renewal hits. 😉

✨ As always, this is more than just a talk — it’s a community.
We’re women who:
• Support and encourage one another
• Grow our financial literacy in a way that actually makes sense
• Build confidence and long-term stability — together

Bring a friend (or two!) — because the more we share, the more we grow. 🥂
Let’s sip, learn, and step into a little more clarity and confidence together. 🌷✨

03/10/2026

CEO Moms, who refuse to choose between building businesses and raising great humans.

We’re learning, we’re laughing, we’re comparing notes.

Because the fastest way to grow is to get in rooms with women who are doing big things too!

Grateful for the conversation, conversations, the wisdom, and the reminder that we’re not doing this alone!

02/20/2026
02/20/2026

Trying something new… going live on Instagram, Facebook AND Twitter with Kinetic Curve and
Gartside thank you so much for the invitation!!

It’s Thursday, and on Thursday’s…… we network!Who do I know that has an outstanding Health insurance Advisor? I need the...
02/19/2026

It’s Thursday, and on Thursday’s…… we network!

Who do I know that has an outstanding Health insurance Advisor? I need their contact info!



Most people think life insurance only matters when you die.That’s what traditional policies were built for.But real life...
01/13/2026

Most people think life insurance only matters when you die.
That’s what traditional policies were built for.
But real life doesn’t follow that script.
What actually creates financial chaos for most families isn’t death.
It’s surviving something serious.
Cancer.
A heart attack.
A stroke.
A traumatic injury.
A long recovery that keeps you from working.
That’s where modern Living Benefits policies change everything. ⚡️
These policies don’t just protect your family if you pass away.
They protect you while you’re still here. 👨‍👩‍👧‍👦
If a doctor says you have less than a year to live, the terminal illness benefit lets you access most of your death benefit while you’re alive.
If a health event leaves you unable to care for yourself for 90 days or more, the chronic illness benefit helps replace income and cover care.
If you’re diagnosed with something like cancer, heart attack, or stroke, the critical illness benefit puts money in your hands based on how severe it is.
And if you experience a serious injury like paralysis, coma, or a traumatic brain injury, the critical injury benefit works the same way.
These aren’t rare scenarios.
They’re real-life scenarios. 🧠
And they’re the ones that wipe out savings, derail careers, and put families under enormous financial pressure.
Here’s the part most people don’t know:
Living Benefits are included at no extra cost. 💡
You don’t pay more for this protection than you would for a basic policy that only pays when you die.
So when someone says they “have life insurance,” the real question is:
Does it protect your family only if you die?

https://vimeo.com/1023034968?fl=pl&fe=shOr does it protect all of you if you survive something serious?
That difference matters.
Comment below or DM me to learn more.

When Nathan Williams felt uncharacteristically out of breath while helping a friend move, he didn't think much of it. A few weeks later, he and his wife, Crystal,…

🍷 New Year. New Money Energy. 💰If you didn’t start your financial reset yesterday…👉 Today counts.Most women repeat last ...
01/02/2026

🍷 New Year. New Money Energy. 💰

If you didn’t start your financial reset yesterday…
👉 Today counts.

Most women repeat last year financially—
not because they aren’t capable,
but because no one ever taught them how money actually works.

As a financial educator, I see this all the time:
the women who grow the most aren’t experts—
they’re in community with other women who are learning together.

No shame.
No jargon.
No pressure.

Just real conversations, a little wine,
and a space where raising your money IQ is normal.

If this is the year you stop winging it and start understanding your money—
with women who want to win with you—
comment RSVP 👇🥂

12/01/2025

Classrooms teach you to work for money...
but self education teaches you to make money work for you 🚀

True education is not in the degrees or titles, but in the willingness to keep learning.

Self-education is the path to financial freedom and personal independence.

Hosting a live webinar about
Money 101 tonight at 730p!
I like to call it “what they should have taught you about money in high school… but didnt”.

✅ Comment “Learn” and start investing today in the most valuable asset you have: yourself.




at

11/20/2025



Special guest: Kristina Anne Messenger
Thank you to Kathy Ueoka
For opening her home and inviting her friends!

VETERANS- we honor you today for your service and sacrifice!
11/12/2025

VETERANS-
we honor you today for your service and sacrifice!

Address

McKinney, TX

Opening Hours

Monday 11am - 1pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19725105664

Alerts

Be the first to know and let us send you an email when Joni Boelscher, MBA, Financial Professional posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Joni Boelscher, MBA, Financial Professional:

Share