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Retiro - Planificación - Protección

Asesoría en el área de retiro, anualidades y protección de activos. Trabajamos para que tenga el mejor resultado y exceder las expectativas de todos y cada uno de nuestros clientes.

Nuestros Servicios

Estamos dedicados a ofrecer soluciones a sus necesidades de retiro, financieras y manejar los eventos de la vida.

Nuestro desempeño altruista y hospitalario, permea en todo lo que hacemos.

Our Services

Planificación
Retiro

  • Planes de Retiro

  • “Rollover” (401k, Pensiones, IRAs, TSP)

  • Anualidades

  • IRAs

  • Planes Keogh

  • “Executive Compensation”​

  • Protección de Activos

Seguros Personales

  • Seguro Incapacidad

  • Seguros de Vida

  • Hospitalización

  • Cáncer

  • “Long Term Care”

  • Saldo de Hipoteca

  • Plan Médico​

Otros Servicios

  • Contabilidad

  • Consultor Hipotecario

  • Corporaciones

  • Testamentos

  • Escrituras de Hogar Seguro

  • Fondo Educativo

  • Fideicomisos

Servicios/Productos Adicionales en USA

  • SEP IRA

  • Safe Harbor 401k

  • Simple IRA

  • Simple 401k

  • 412 (e) (3) Plan

   Para Negocios:  "Business Planning"

  • Planes de Retiro

  • "Executive Bonus Plan"

  • "Split Dollar Arrangements

  • "Buy Sell Agreement"

  • "Disability Buy Sell Agreement"

  • Planes Médicos

  • SINOT​

Salir a correr

RETIRO

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This information is not an offer to sell insurance. Insurance coverage cannot be bound or changed via submission of this online form/application, e-mail, voice mail or facsimile. No binder, insurance policy, change, addition, and/or deletion to insurance coverage goes into effect unless and until confirmed directly with a licensed agent. Note any proposal of insurance we may present to you will be based upon the values developed and exposures to loss disclosed to us on this online form/application and/or in communications with us. All coverages are subject to the terms, conditions and exclusions of the actual policy issued. Not all policies or coverages are available in every state.”

​“Please contact our office at (787) 473-8476 to discuss specific coverage details and your insurance needs. In order to protect your privacy, please do not send us your confidential personal information by unprotected email. Instead, discuss that personal information with us by phone or in person”
 
“Statements on this website as to policies and coverages and other content provide general information only and we provide no warranty as to their accuracy. Clients should consult with their licensed agent as to how these coverages pertain to their individual situation. Any hypertext links to other sites or vendors are provided as a convenience only. We have no control over those sites or vendors and cannot, therefore, endorse nor guarantee the accuracy of any information provided by those sites or the services provided by those vendors.”
 
“Information provided on this website does not constitute professional advice. If you have legal, tax or financial planning questions, you need to contact a qualified professional.”

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