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Our SERVICES

EMPLOYEE BENEFITS

We provide a full line of benefits and have access to all companies so we can get the lowest rates and the most comprehensive plan designs.
  • Health, Dental, Vision
  • 401k, Profit Sharing, Defined Benefit, Key Person Compensation, Employee Bonus Plans And more...
  • Life, Disability, Section 125
  • Aflac - Cancer Insurance, Accident-Hospital Indemnity

LIFE INSURANCE

Life Insurance plans are designed to meet your need, purpose and your budget.
 

  • Income continuation

  • Mortgage protection

  • Final Expenses

  • Key Person Protection,

  • Executive Bonus

  • Employee Bonus

  • Estate Taxes

  • Estate Equalization

  • Legacy Planning

 

TAX MITIGATION

We have a team of experts that can review your finances to procure lowering taxes in the following areas:

1. Income taxes

2. Payroll taxes 

3. Federal Tax Credits 

4. Research & Development 

5. Estate Taxes 

ANNUITIES

Annuities are designed to provide for your retirement objectives.

- Growth
- Security
- Lifetime Income
- Immediate Income
- Health Strategies 
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Just Connect
With Me!

I will be glad to answer any question or support you with any need you may have.

Contact Ruben Garcia Agency