Sheri Ulibarri is a Safe Money Certified™ financial professional and President of H & I Insurance LLC, serving clients in Rio Communities, New Mexico and throughout the Southwest. With a foundation built on Honesty and Integrity, Sheri is committed to being more than just an insurance broker — she's a trusted partner in building lasting financial security and peace of mind for every client she serves.

Safe Money & Retirement Income Planning in New Mexico

Sheri specializes in helping New Mexico residents protect their retirement savings from market volatility while creating reliable, guaranteed income streams. Using fixed annuities, indexed annuities, and proven safe money alternatives, she designs customized retirement strategies aligned with your goals — whether you're approaching retirement or already living it. Her clients in Rio Communities and across New Mexico count on Sheri for clear, honest guidance rooted in their best interests.

Medicare Specialist Serving Rio Communities, NM

As a licensed Medicare specialist, Sheri Ulibarri guides clients through the full range of Medicare coverage options — from Medicare Advantage to Medicare Supplement plans — ensuring every client has the right coverage at the right cost. She serves clients across New Mexico, Arizona, Texas, Colorado, and Virginia, bringing clarity and confidence to one of retirement's most important decisions.

Life Insurance & Wealth Transfer Planning

Sheri works with families across New Mexico on life insurance and legacy planning strategies, protecting hard-earned assets and ensuring they pass efficiently to the next generation. At H & I Insurance LLC, your wealth transfer plan is built with care, precision, and a long-term perspective.

Why New Mexico Families Trust H & I Insurance LLC

Sheri earned a perfect 100% score on the Safe Money Certified™ examination — a testament to the expertise she brings to every client relationship. Guided by her belief that clients deserve exceptional service, meaningful relationships, and protection for what matters most, Sheri ensures every person feels supported, informed, and confident in their financial future.

Ready to explore safe money strategies for your retirement in Rio Communities or anywhere in New Mexico? Contact Sheri Ulibarri at H & I Insurance LLC today for a complimentary retirement planning consultation.

Financial Advisors in Rio Communities

Sheri Ulibarri