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
-
Cancer Happens: Insurance Can Help Fortify Your Finances
Although it’s scary to consider the possibility of a cancer diagnosis, it might be helpful to prepare for the financial implications.
-
FAFSA for 2025-2026 School Year Opens December 1
Following a disastrous rollout last year, this article provides tips for submitting the redesigned Free Application for Federal Student Aid (FAFSA) for the 2025–2026 school year.
-
Is Tip Fatigue Wearing You Out?
Tipping culture is changing, and consumers are feeling uneasy about where, when, and how much to tip.
-
Accounts for Two: A Team Approach to Retirement Savings
Even if most of a married couple’s retirement assets reside in different accounts, open communication and teamwork can help them craft a unified retirement strategy.
Calculators
-
Savings Accumulation
Estimate the future value of your current savings.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.