Life, Health (Medicare and Exchange), Keyman, Buy Sell Funding, 401Ks even for Sole Propirators and Annuities.
Welcome to our Web site, where you’ll find people who can answer your questions and educate you with personal consultations and a wealth of information in the form of newsletter articles, calculators, and research reports.
BE SAFE: Here is advice from the CDC: https://www.cdc.gov/coronavirus/2019-ncov/index.html
INSURANCE IS CONFUSING. We can help!. If you are looking for Medicare Insurance DO NOT CALL A FRIEND TO SEE WHAT THEY HAVE!! This is not like buying a washing machine. It is much more individualized than that. Mistakes can be difficult to fix. Let us guide you.
Health Insurance from basic to Medicare is in transition. It is our job to keep up and help you get what is best for you. Life insurance pays the mortgage and protects the family OR it has many business uses as well. ( Buy Sell funding, Executive Bonuses, etc.) Small business but would like a 401K? SURE. Even if you are a sole propriator. For information call Yvette 214-675-1358

ALSO DOING LIFE AND HEALTH,
So many ways to make a mistake and enroll in the wrong plan for you. I can help you avoid the permanent penalties that come with some mistakes. Turn off your phone and throw out the 5 pounds of mail a day you get that is so very confusing. I will educate you on how the system works so you can choose the right KIND of insurance. The carrier is the last thing to consider. Consultaions at no cost to you. Call me. Alex 972-241-9440.
Newsletters
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Locked Out? How to Break Into Today’s Housing Market
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
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What Happens to Your Time Horizon at Retirement?
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
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HOT TOPIC: Geopolitics and the U.S. Financial Markets
This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Car Affordability
How much can you afford to pay for a car?