About Us


After surviving a near death car crash at the age of 18 years old, Jessica Naioti became passionate about life, health and wealth. Living each day as though it were her last, she learned how to live again and did so in an imperturbable fashion.  She went onto college and focused on health and community.  She went on to Grad school at Empire State College of NY for Community and Economic Development.  After being recruited by New York Life Jessica learned that her Uncle Leo Naioti sold insurance back in the 1950’s.  Not long after being recruited by New York Life, her mother suffered a stroke and she saw how that impacted the retirement her mom worked so hard for her entire life.  Not long after that her father, Barney Naioti passed away suddenly and the death benefit was never paid by the Company.  Jessica became extremely passionate in learning more about finance and how she could become an advocate for people here and those that pass.  She learned that her lifelong passion to help others and excellence of working with numbers made her a prime candidate to help people with holistic finance.

Since 2014 she has continued her education and experience.  Jessica strives to remove toxic stigmas related to the financial industry and embraces a healthy, holistic and progressive method of financial success.  Now she has an office in New York and Florida and caters to Small Businesses like herself.  She is happy being able to independently represent individuals and their needs versus a large Company’s cut throat quota.  She also has a soft spot for schools, having worked as an AmeriCorps National Service leader for two terms in her hometown at Lanigan Elementary.  Throughout the year she also sponsors Million Dollar Baby and other juvenile literacy programs at OBGYN offices, hospitals, schools and YMCA’s to spread financial literacy with kids.She specializes in Tax Perfect Retirement, making sure that her clients spend the least amount of taxes, fees, penalties, in order to get the income, savings, assets that they desire.