Financial Planning: No Family Left Behind

Our Insureous financial planning vision is simple: No Family Left Behind. We believe every family should be able to take advantage of the same financial resources and tools as the wealthy. We’re on a mission to give individuals and businesses all the knowledge and options they need to reach their financial goals. We do this in a simple, straightforward way and won’t overwhelm you with acronyms and jargon. So whether you are looking for a retirement plan, or want to save for your child’s college, or protect your family’s future, we’ve got you covered. No family left behind. That’s our promise.

Services Offered by Insureous Health Solutions:

– 401(k) and IRA Rollovers
– Life Insurance
– Long Term Care
– College Planning
– Indexed Universal Life
– Fixed Indexed Annuities
– Executive Bonus Plans
– Legacy Planning
– Wills and Living Trusts
…and much more …

We work with over 100 A-rated companies including:

Let us help you with:

Insurance Protection
The most important part of preparing for the future is protecting it. As a non-captive insurance agent, Insureous can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.
Retirement Strategies
The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. Insureous Health Solutions can provide a variety of options to help you prepare for your leisure years without having to sacrifice your quality of life.
Business Strategies
Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future safety of their businesses. Insureous can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
Life Insurance
A comprehensive life insurance policy is key to protecting those you care about most. Whether you are looking for simple and inexpensive coverage or a policy that offers additional benefits such as retirement income, Insureous can walk you through the main types of insurance and help you decide which one is right for you.
Legacy Strategies
Without a personal legacy strategy, the value of your estate can be eroded by taxes and assets may be dispersed in unintended ways. Insureous can work with your attorney and tax professional to fund legacy strategies that can include life insurance products to keep your loved ones secure long after you’re gone.
Disability Insurance
Don’t let an unexpected disability compromise your prime earning years. With disability insurance you can still receive income even if you’re unable to work due to an injury or other unforeseen circumstance. Contact us for more information.

Schedule a Complimentary, No-Obligation Appointment