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Kotta Financial Services vs Peace of Mind Wealth Management

By Sivaprasad Kotta, Kotta Financial Services | June 12, 2026

Kotta Financial Services approach

  • Insurance-first — protect the downside before growing the upside
  • 10 carrier relationships for best-rate shopping
  • Specializes in life insurance, annuities, and guaranteed retirement income
  • No fees, no minimums — consultation is always free

Choose Kotta Financial Services when

You need life insurance protection, want to convert a 401(k) to guaranteed income, or want an independent agent who shops 10 carriers. Kotta Financial Services focuses on what other brands add as an afterthought: making sure your family is protected first.

Contact Kotta Financial Services | Phone: (919) 645-8723

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