AMG Life Solutions
At AMG Life Solutions, we are dedicated to helping retirees make the most of their benefits and providing them with the support they need. Our team of experts specializes in Medicare, Social Security, life insurance, and fixed indexed annuities, and we partner with various state-regulated insurance carriers to give our clients the best coverage for their individual needs. We are passionate about educating our clients on how to maximize their benefits, and we treat them like family.
You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.
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Regency West Insurance
Are you looking for a Small Business Group Plan (up to 100 employees)? Did you know that the pricing is the same no matter which broker you choose? Regency West Insurance offers a unique approach to finding the most suitable benefits solution for your business. We start by understanding your needs, those of your employees and their families. With robust benefits packages, you can attract and retain the best talent for your business. We have developed a streamlined method of collecting data through our online census system. This includes information such as doctors, dependents and prescriptions, allowing us to evaluate and suggest the appropriate group plan. In some cases, we may even combine plans for both owners and employees so everyone is happy. Our technology enables us to quickly process the data, so you can get the most out of your plan.We stay with you throughout the underwriting process and beyond, providing support for any questions or queries regarding your benefits package. The plans include: Small Business Group Traditional and Non-Traditional Cross Border Defined Contribution Life Policies Medical MediCare Dental Vision Individual Whatever your needs, Regency West Insurance is here to help. We serve clients throughout California.
CSP Financial Group
I provide solutions for people concerned about their retirement savings. Most people agree that taxes will be higher in the future. This is especially true if you consider our country's National debt, Social Security is running out of money, and Medicare expenses are increasing. All three of these issues will require higher taxes. What most people don't realize is that higher taxes impact us all when we retire since most of us save for retirement in qualified retirement plans such as a 401K or an IRA. Every penny that comes out of these tax-deferred investments in the future will be taxed at some higher tax rate. Through proper planning I help my clients optimize their assets, redirecting already spent dollars to a strategy that provides tax-income. Feel to visit my company website at www.cspfinancialgroup.com.
Sierra Pacific Financial Advisors
Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only Registered Investment Advisory (RIA) firm that offers its clients over a century of collective financial services knowledge. Our experts are here to help you reach your goals and make sound financial strategies more achievable than you might think. No matter where you are in life, we will be with you until you reach the finish line. We serve as fiduciaries and provide unbiased financial solutions with a single focus: our client’s best interests. We don’t just manage money; we work closely with our clients to create comprehensive, personalized plans that connect all aspects of their finances in order to achieve the best results possible. Our services include: stock options, RSUs, ESPP exercising strategies and diversification for those with concentrated stock options; tax-advantaged retirement planning for business owners; wealth management and transfer solutions for pre-and-post retirees; and financial wellness and investment services for women. At Sierra Pacific Financial Advisors, we strive to ensure our clients are making well-informed and sensible decisions throughout their financial journey - from wealth accumulation to preservation, to distribution.
Frontier Bank Of Texas
At Frontier Bank of Texas, we understand the unique banking needs of the Bastrop community. We offer flexible loans to accommodate unconventional properties, as well as services designed with a mobile lifestyle in mind. Our team of community bankers is committed to providing exceptional service and a wide range of products. Our loan portfolio includes mortgages for retirees or self-employed individuals, residential investments such as vacant lots, small acreage, farm, and ranch, and business lending solutions for small and large businesses. We are proud to be an SBA lender and our customers have access to over 25,000 ATMs through our Money Pass network. We also provide full mobile capabilities, including mobile deposits.
JS Downey Insurance Service
JS Downey Insurance Service has been providing Californians with personal and business insurance solutions since 1924. Our experienced brokers are committed to helping customers make the right decision when it comes to their insurance needs. We understand that selecting the right coverage is more than just comparing rates and we strive to get to know our clients beyond the numbers to ensure they have the full picture. Our team utilizes the most up-to-date technology to provide accurate rates and ask the right questions to find the policy that best fits our clients. We also make a point of communicating complex information and products in a straightforward manner so that our customers can make informed decisions. We offer a wide range of insurance products, including individual and group health, Medicare plans, home and auto, cannabis, commercial liability, hazmat truck and transportation, employment practices liability, life insurance, travel, and short term coverage. If you have questions about Covered California, our brokers are happy to assist you in finding the right health plan for your budget. Make sure you get the complete package from JS Downey Insurance Service today. Our experienced brokers will work diligently to help you get the best insurance solution for your needs.
Carter Agency Insurance Services
Overview: About Us Carter Agency is located in the Mauldin/Greenville, SC area just 2.3 miles down the Motor Mile from CarMax toward Mauldin and has been successfully providing "Specializing in Seniors" Insurance solutions for many years. Marvin and Bonnie Carter and their team strive to treat each customer with a personal touch. Our goal is to always be your agent and to offer you the best products for your family at the best price. No High Pressure Sales Here! With more than 40 companies to choose from we make it easy to understand and buy the insurance policy you need! Service: Offering affordable top ranked Medicare supplements, Life Insurance and more. Covering Greenville, Spartanburg, Anderson, Pickens, Oconee counties and more in the upstate of South Carolina! We make it easy to choose "The Best Medicare Supplement" Plan for your needs, we offer in home appointments also.