Smart planning today. A more secure tomorrow.
ABOUT
At XOXO Life, we believe loving life means planning ahead. That belief is at the heart of our name and our mission. Life moves quickly, and time waits for no one—which is why the best gift you can give yourself and your family is preparation.
We’re here to help you protect what matters most, build confidence in your financial future, and create a lasting legacy. By focusing on simple, personalized strategies, XOXO Life makes planning ahead less overwhelming and more empowering—because the choices you make today shape the life you get to love tomorrow.
Retirement Planning
Life Insurance
Protect your loved ones with our flexible life insurance options.
About Stacey – From Human Resources to Financial Services
With a background as a Human Resources Professional for 20 plus years, problem-solving and strategy have always been at the core of my work. Those same skills now guide my focus as a licensed financial agent.
As the founder of XOXO Life, I create strategies that support both individuals and businesses, recognizing each operates within a different financial framework. Our mission is to share strategies that aren’t always common knowledge.
There’s a system for optimizing your financial life—and once you understand it, everything changes.
As a native New Yorker, I’ve seen how busy lives—whether in the city or beyond—can push long-term planning aside. XOXO Life was created to bridge that gap, helping people everywhere protect what matters and plan with intention.
It starts with building the right plans today for the future you want tomorrow. Because loving life, means planning ahead.
Yesterday's strategies won't protect you today!
Are you doing everything possible to leverage tax advantages in your business and build security for retirement? If you’re not sure, want a second set of eyes, or simply want to explore what options are available, I invite you to schedule a consultation. We’ll take a closer look at your current strategy and uncover areas where you might be leaving money on the table. Yesterday’s strategies are not today’s strategies. Let’s talk.
Your Financial Journey Starts Here
Understanding Our Process
Step 1: Financial Analysis
Step 2: Tailored Solutions
Step 3: Implementation
Step 4: Ongoing Support
Unlock Your Financial Future
“Make the most of your life insurance. Download our free guide to avoid common mistakes and myths — and protect your family’s future. Just enter your email below to get your copy!
Your Life Events & Insurance FAQs
Major life changes often shift your insurance and financial needs. Here are answers to common questions to help you plan confidently.
How does getting married affect my insurance?
Marriage often means combining finances and responsibilities, so updating life and health insurance ensures both partners are protected.What insurance should I consider when having children?
Adding life insurance and education savings plans can secure your child’s future and provide peace of mind.How do career changes impact my coverage?
New jobs may offer different benefits; reviewing your policies helps fill any gaps in protection.Should I update insurance when buying a home?
Homeownership brings new risks. Adjust life coverage accordingly.
What should I know about insurance as I approach retirement?
Retirement shifts your financial priorities; planning for income protection is key.
How can I protect my business during life changes?
Business insurance and succession planning safeguard your company and family’s future.Is it necessary to review insurance annually?
Regular reviews ensure your coverage matches your current life situation and goals.Can I combine policies for better coverage?
Bundling insurance can simplify management and often reduce costs.What happens if I don’t update my insurance after life events?
Outdated coverage can leave you exposed to financial risks and gaps in protection.How does XOXO LIFE help with these changes?
We provide personalized analysis and tailored insurance solutions for every stage of life.
Get in Touch with XOXO LIFE
Just like an umbrella shields you from the unexpected storm, the right financial strategies shield your family, your retirement, and your business from life’s uncertainties. Whether it’s life insurance to protect loved ones, retirement planning to protect your future income, or business protection to safeguard what you’ve built—planning ahead keeps you covered when it matters most. You can contact us via the details below, and one of our friendly team members will get back to you shortly!
