MY STORY

Robin and Caroline Paugh are a dynamic husband-and-wife team dedicated to helping individuals and families achieve financial security and peace of mind. With over 20 years of combined experience in the financial services industry, they specialize in life insurance, wealth management, and Medicare planning.

Caroline Paugh brings a wealth of knowledge and a personal touch to her role as a life insurance and Medicare specialist. As a mother of five, Caroline is passionate about ensuring that families' loved ones are protected. She is committed to finding the best solutions to ensure her clients are adequately covered and prepared for any stage of life. Caroline's empathetic approach and attention to detail have earned her a reputation for excellence and reliability.

Robin Paugh, financial professional and licensed insurance agent, is driven to empower clients by educating them regarding the appropriate steps needed to secure their legacy. As a father of five, Robin is passionate about ensuring that families' loved ones retain their wealth from generation to generation. He has over two decades advising families on their estate planning, financial wellbeing, retirement planning and insurance needs. Robin prides himself in offering a personal, professional connection with his clients. His expertise lies in developing comprehensive financial plans tailored to each client's unique needs. Robin's passion for helping clients protect their financial futures has made him a trusted advisor to many.

Together, Caroline and Robin provide a comprehensive approach to financial planning. Their integrated services ensure that all aspects of their clients' financial well-being are considered, from protecting their loved ones with life insurance, to managing and growing their wealth, as well as navigating the complexities of Medicare.

Our Services:

Caroline and Robin believe in building long-lasting relationships with their clients based on trust, integrity, and personalized service. They take the time to understand your goals and aspirations, working diligently to create strategies that align with your financial objectives. Whether you are planning for retirement, life insurance, living benefits, or looking for the right Medicare plan, Caroline and Robin Paugh are here to guide you every step of the way.