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HERE’S OUR STORY. WE LOOK FORWARD TO HEARING YOURS.

At Coto Retirement Planning, our sole focus is YOU.

Vicki Gunvalson & Coto Insurance & Financial Services

IF THERE’S SEVERAL WORDS THAT DESCRIBES SELF-MADE BUSINESS MAVEN VICKI GUNVALSON – IT’S ENERGY, COMMITMENT, INTEGRITY.

Vicki Gunvalson started her career in the Insurance and Financial Services industry in the suburbs of Chicago Illinois in 1991 and quickly became the top agent within the first year of her career. With pure sheer determination and passion for business, she was able to build Coto Insurance & Financial Services, Inc., to one of the most successful Insurance Agencies in the United States.

Vicki learned the importance of insurance after her father was diagnosed with Alzheimer’s disease at a young age of 59 without having any Long Term Care Insurance in force. After seeing the financial toll this took on the family, she decided to focus on helping others in planning for the unplanned.

Vicki surrounds herself with positive, high energy individuals that she loves and trusts and treats all her clients like she treated her father – with passion, devotion and commitment.

IN ADDITION TO HEalTH & LIFE INSURANCE PRODUCTS, VICKI’S COMPANY OFFERS FINANCIAL PRODUCTS & SERVICES SUCH AS RETIREMENT INCOME STRATEGIES TO INDIVIDUALS AND SMALL BUSINESS OWNERS.

With the type of retirement planning Vicki does, she is able to show her clients how to obtain a lifetime guaranteed income stream in retirement which they can never outlive, all while their principle is protected.

Vicki holds various professional designations including:

SHE LIVES BY THE MANTRA “PRESERVE, PLAN AND PROTECT”, AND BELIEVES THAT THE WAY TO GENERATE MORE WEALTH IS TO SHARE HER WEALTH WITH OTHERS.
 

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Complimentary Guide
"Your Retirement Income Planning Checklist”


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Complimentary Guide
"The Effect of Interest Rates on Retirement Income”


We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do!

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*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The “Your Retirement Income Planning Checklist” report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report, you may be provided with information regarding the purchase of insurance products in the future.