Our Services
Social Security Optimization
As independent brokers, our job is to thoroughly review all important information and help you choose a Medicare plan that fits you best. We are not partial to any particular insurance company because we handle our clients on a case-by-case basis. Our goal is to provide you with the information you need while also making it easy for you to understand your plan selection.
Small Business 401K
Our goal is to provide you with the information you need while also making it easy for you to understand your plan selection. You can get health coverage during the Open Enrollment Period, which starts November 1st-December 15th.
Certain life events, like losing health coverage, moving, getting married, having a baby, or adopting a child, may qualify you to enroll in or change Marketplace health plans outside the yearly Open Enrollment Period.
RETIREMENT PLANNING
To change the world for the better by helping people create their wealth. Over the last 18 years, Victor has helped individuals, families, and businesses reduce taxes, eliminate debt, and increase their tax-free spendable income by creating custom financial/retirement plans that are bulletproof. The current industry has and continues to focus on profit rather than putting clients first; this has to change. Everything he does is driven by a client-first focus. He is proud of taking the guesswork out of Retirement/Financial planning.
Understanding Life Insurance 101
- We offer all kinds of Insurance Plans
- Properly Designing a Plan to Meet Your Goals
- Understanding the Difference between Permanent coverage v Term Coverage
- Adding additional Living Benefits to older plans
- Qualifying for a FREE upgrade
- How Cash value works and is Credited to your account
- LIRP's
- Infinite Banking Strategies
- Conversion Periods
- Creating TAX Advantaged Income for Retirement.
