Hello,
For 20 years, Karla Golightly Jensen, and her sister, ran a business in
Utah, Idaho, Nevada, and Arizona helping clients prepare for the
medical portion of their financial and insurance needs. She learned the
value of building and maintaining relationships and the importance of
truly listening and understanding each client’s needs. After losing her
sister unexpectedly at the age of 38, she witnessed the extra stress
added to her sister’s family and the business by not having the proper
plans in place. This life changing event became a passion to help other
families properly plan for the unexpected. Her goal is to help others
pass on a sense of security to their families before and after a tragedy
takes place.
When Karla transitioned to the Financial and Medicare Industry, she
was able to take the skills from her previous job to help her clients. She
learned the importance of listening to her client’s needs in order to
provide the proper education that allows them to be empowered to
make their own decision on what is best for them. Karla likes the
challenge of finding the proper solution that suits her client’s
individual needs. This mindset has been instrumental in helping families
secure their futures and provide generations of security. Karla
specializes in estate planning, tax mitigation, retirement planning, and
Medicare.
Karla was born in Logan, Utah, and raised in Preston, Idaho. She
graduated with a degree in business administration from Utah State
University. Karla loves to spend time with her family, traveling, reading,
and being outdoors.