your Health, your Life, our Priority.

Health & Life Insurance

Health and life insurance are crucial aspects of financial planning. Health insurance provides coverage for medical expenses, ensuring that individuals and their families can access quality healthcare without facing exorbitant costs. It offers peace of mind knowing that in the event of an illness or injury, the expenses will be covered. Life insurance, on the other hand, provides financial protection for loved ones in the event of the policyholder's death. It serves as a safety net, ensuring that dependents are taken care of and can maintain their standard of living even after the policyholder is no longer around. Both health and life insurance are essential for protecting oneself and loved ones from unforeseen circumstances and ensuring a secure future.

Health Insurance

Provides financial coverage for healthcare-related expenses.

• This includes doctor visits, prescription medications, lab tests, diagnostic tests, surgeries hospitalizations, and much more.

• There are different types of health insurance available, we have all companies.

• Health care plans From $0 dlls per month

Life Insurance with Living Benefits

This type of insurance offers you coverage in the event of death, but it also gives you benefits while you are alive.

• These benefits may include payment of an insured sum in case of serious illness, injury or disability, as well as the possibility of receiving an advance of the insured sum in case you need funds to cover medical expenses or any other emergency

401(k) Rollover

A 401(k) rollover to an annuity

• involves transferring funds from your 401(k) account into an annuity, which is a financial product designed to provide regular income during retirement1. This process can help you ensure a steady stream of income protected from market fluctuations.

  Benefits of a 401(k) Rollover to an Annuity:

• Guaranteed Income: Annuities can offer guaranteed payments for life, giving you financial security.

• Market Protection: Unlike stock investments, annuities are not subject to market fluctuations.

• Customization Options: You can choose from different types of annuities (fixed, variable, indexed) based on your financial needs and goals.

Funerals

It is a way to honor the loved one and say goodbye to them in a respectful and dignified environment.

• Funeral plans can be personalized according to the preferences and beliefs of the deceased person and their family.

Tax Preparation Services

We accept ALL types of filing including: W2’s, 1099 & ITIN

• Our tax pros can handle all your tax needs, including help with earned income tax credit, a tax refund or tax return, and more. Whatever your situation, we know what to do. Schedule an appointment today.