Other Services
We are focused on serving our clients in a well rounded way, focusing on education regarding all things personal finance. So apart from health insurance, we also provide these services to our clients:
Life Insurance
We protect what we value most, our homes, our cars, our health. Life insurance protects one of the most important things in our lives–our loved ones from loss. It can be a daunting subject, but we are here to answer your questions and help you find an affordable plan that works for you and your family.
Mortgages
Buying a house is part of achieving the American Dream. Let us educate you and help you get the best rates so you can become a homeowner. And If you’ve already achieved that dream, we can also help with refinancing.
Investments
This word can excite people or send shivers down their spine. But we are here to debunk the myths! Investments are a great tool for everyday people to build wealth. Not something to be afraid of, but a new strategy to learn. From retirement planning, to childrens’ education, let us answer your questions and add this strategy to your personal finance arsenal!
Also here is the link to our smart pro website which is where we do our financial planning business.
Financial Coaching
There’s many financial literacy programs, books, and YouTube videos out there, but the difference between a successful financial plan and one that doesn’t work, is a coach! Some of the areas of coaching include getting out of debt, budgeting, retirement planning, college education planning, and reaching other financial goals. Schedule a complimentary 15 minute consultation with us today to see if you need a financial coach!
