Phone: 281-683-2410
Email: [email protected]
Frequently Asked Questions
Why should I work with Sharon Lusk & Associates instead of going directly to an insurance company?
Unlike insurance companies that can only offer their own products, we’re not tied to just one carrier. That independence allows us to design strategies around your needs — not theirs. But we go further than that. Through our 360° Strategies, we take a big-picture view of your entire financial life... coordinating how each piece works together. This means you don’t just get a policy (if needed); you get a coordinated plan that protects your family, your business, and your legacy from every angle..
What makes your approach different from others I could work with?
Unlike companies that just sell policies or push a single product line, we design protection strategies that are built around you. Life changes... careers evolve, families grow, businesses expand. That’s why our approach is proactive and collaborative. We don’t just look at numbers; we look at your story. Using our 360° Strategies, we coordinate each piece of your financial picture so your plan adapts with you instead of falling behind.
Do I need to buy a policy to work with you?
Not at all. Our first priority is understanding your goals, your concerns, and your vision for the future. If a policy or product is part of the right solution, we’ll recommend it... but often our value lies in helping you organize, review, and coordinate the plans you already have. We’re here to guide, not to push.
What does a “complimentary policy/plan review” include?
Think of it as a financial check-up. We’ll review your current policies and strategies to make sure they still fit your life today... identifying gaps, overlaps, or opportunities you may not see. There’s no cost, no obligation, and no pressure — just clarity and peace of mind.
Can you work with my existing advisors (CPA, attorney, investment professional)?
Absolutely. We believe in collaboration, not replacement. Our role is to complement the advisors you already trust by bringing in the 360° perspective... making sure every part of your financial strategy works together seamlessly..
