The financial services angel

Big goals. Real life. People you love. Let’s put a plan behind it all.

Life insurance, legacy planning, and everyday solutions for the people you love and the life you’re building. Let’s explore what fits your needs.

EFFORTLESS ONBOARDING

The Client
Journey

A transparent, three-stage roadmap designed to eliminate friction, automate precision underwriting, and deliver immediate peace of mind.

STEP 01

Discovery

A brief, targeted consultation to uncover your exact medical and financial coverage requirements without unnecessary paperwork.

STEP 02

Smart Automation

Proprietary digital engines compare top-tier policy structures in real time, locking in optimal pricing and complete protection.

STEP 03

White-Glove Care

Direct personal advisor access, ongoing claim management, and seamless annual policy optimization tailored to your life.

PRIVATE CONCIERGE ADVISORY

Meet the Expert

True insurance advisory goes far beyond standard off-the-shelf policies. With over fifteen years orchestrating specialized healthcare and asset protection strategies, I operate as your dedicated private advocate - providing bespoke risk architecture designed around your family's exact financial profile and clinical priorities.

0+
YEARS EXPERIENCE
0%
CLIENT RETENTION
0/7
CONCIERGE CARE
Senior Private Wealth Insurance Advisor and Concierge Specialist in modern executive office

COVERAGE DIVISIONS

Insurance Options
Available

Comprehensive asset, liability, and personal preservation programs engineered for family estates and growing enterprises.

Life Coverage

Custom-tailored term and whole-life structures engineered to guarantee long-term estate liquidity and multi-generational family security.

Health Protection

Elite major medical, catastrophic care, and critical illness plans designed to protect your physical wellbeing without financial friction.

Wealth Assets

Indexed annuities and structured executive retirement instruments engineered for capital preservation and risk-mitigated growth.

Business Risk

Key person indemnification, commercial liability, and buy-sell funding strategies tailored to secure enterprise continuity.

ON-DEMAND TELEHEALTH CONCIERGE

Konnect MD
Premium Healthcare

Direct access to board-certified physicians 24/7 with zero copays, no waiting rooms, and comprehensive family virtual coverage.

Individual Care

Complete virtual medical consultations tailored for solo professionals.

$29 /month

  • 24/7 Unlimited Virtual Consultations
  • $0 Copays on All General Visits
  • Nationwide Prescription Routing
  • Dedicated Member Mobile Portal
  • Minor Illnesses & Injury Triage

MOST POPULAR

Family Total Health

Full household virtual coverage up to 6 members with pediatric support.

$49 /month

  • Covers Up to 6 Family Members
  • 24/7 Virtual Pediatric Urgent Care
  • Mental Health & Behavioral Therapy Access
  • Chronic Condition Monitoring Assistance
  • Discounted Lab Tests & Imaging Network

Executive Tier

Priority clinical routing with dedicated wellness navigators and Rx delivery.

$89 /month

  • Everything in Family Plan Included
  • Expedited Same-Day Clinical Navigation
  • Direct Prescription Courier Delivery
  • Annual Comprehensive Wellness Review
  • VIP Dedicated Support Line

TRANSPARENT FINANCIAL & CLINICAL FAQS

Frequently Asked Questions About Konnect MD

Is Konnect MD a substitute for major medical health insurance?

No. Konnect MD is a non-insurance telehealth and virtual urgent care membership that provides 24/7 direct doctor access with $0 visit fees. It pairs seamlessly with high-deductible health plans or standalone catastrophic coverage to eliminate day-to-day out-of-pocket medical bills.

Are there any copays, deductibles, or hidden fees per visit?

None. Every primary consultation, urgent triage, and behavioral health consult through your Konnect MD plan has a $0 copay and requires no deductible payments.

How quickly can I speak to a board-certified physician?

The average connection time via video or phone is under 15 minutes nationwide. You can initiate a secure visit from your smartphone or laptop 24 hours a day, 365 days a year.

Can doctors prescribe routine medications through the platform?

Yes. When clinically appropriate, licensed physicians can submit non-controlled prescriptions directly to your local pharmacy of choice or arrange home delivery.

Can I cancel or modify my subscription at any time?

Yes. Memberships operate on a flexible month-to-month commitment with no long-term contracts, cancellation penalties, or reactivation lockouts.

VERIFIED CLIENT VOUCHES

Hear What Our Clients
Are Saying

Trusted by corporate leaders, medical practitioners, and private families nationwide for unmatched concierge protection and institutional-grade financial strategy.

★ ★ ★ ★ ★

Securing tailored executive coverage alongside instant telehealth through Konnect MD was seamless. The white-glove advisory saved our family both significant capital and invaluable time.

ELEANOR VANCE
ELEANOR VANCE
Private Wealth Client & Executive
★ ★ ★ ★ ★

Their strategic portfolio approach to family estate protection gave us clarity we had not found anywhere else. The attention to detail and proactive communication exceeded every expectation.

MARCUS STERLING
MARCUS STERLING
Managing Partner, Capital Group
★ ★ ★ ★ ★

The integration of 24/7 concierge virtual medicine with our comprehensive financial umbrella plan is revolutionary. Fast, proactive, and exceptionally dignified service.

DR. SOPHIA LIN
DR. SOPHIA LIN
Physician & Practice Owner
★ ★ ★ ★ ★

When restructuring my assets post-liquidity, their team designed protection that truly understands high-growth wealth. Absolute clarity and peace of mind.

JULIAN DAVENPORT
JULIAN DAVENPORT
Tech Founder & Investor
★ ★ ★ ★ ★

From initial policy design to executive health consultations, the responsiveness is unmatched. Having one trusted partner handle both wealth security and care is priceless.

CATHERINE HOLLOWAY
CATHERINE HOLLOWAY
Director of Corporate Operations
★ ★ ★ ★ ★

Uncompromising integrity and precision. The bespoke solutions designed for our multi-state assets safeguard our legacy while keeping our ongoing structures exceptionally lean.

ARTHUR P. CHEN
ARTHUR P. CHEN
Real Estate Principal

★★★★★   4.95 / 5.0 Rating  |  Verified Client Feedback Across 450+ Active Family & Executive Portfolios