Medicare Guidance

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Our Report 2023 Company Brochure

Overview

Approaching Medicare eligibility comes with a flood of decisions—and even more information. Mailers, TV ads, and internet pitches can make it hard to know what’s right for you. Questions about when to enroll, whether to keep group coverage, how Medicare Advantage differs from supplements, and how drug plans work are common—and Roberto has clear answers.

He simplifies the process by walking you through each part of Medicare, comparing options, and explaining benefits in straightforward terms. Whether you’re just turning 65 or reviewing your plan during open enrollment, his guidance ensures your coverage fits your actual health and lifestyle needs. And with bilingual support, he’s especially equipped to help Hispanic clients navigate the system with confidence.

How we combine the different financial instruments determines how big of an income we’ll enjoy in the future, and how well prepared we are for the three main challenges of being alive and getting older:

Longevity, volatility of the markets, and rising health care costs.

Allow us to be a reliable source of information so you can make good decisions that can be consequential in your life.

Key Benifits

We believe that financial goals are more than a number to our clients. It may represent a new home, a small business, a comfortable retirement or a college education. To help our clients go from dreaming to doing, we have our core beliefs that are central to their investing success. We’re here to help with any questions you have on your path to find financial security.

What type of clients do you work with?

Is there a fee for an initial meeting with you?

Will you work with my accountant and lawyer?

Our specialist team of consultants understands the importance of maintaining a long lasting business relationships with clients to deliver specific investment solutions for a long term success. Building wealth is a goal that many people aspire to, but it can often seem like an overwhelming task.

Do you have any tools that help track my finances?

Stats & Charts

Building wealth is a goal that many people aspire to, but it can often seem like an overwhelming task. It takes time, effort, and discipline to be successful with this goal, so don’t be lured by get rich quick schemes and too good to be true opportunities that can send you down a dangerous path.

Our specialist team of consultants understands the importance of maintaining a long lasting business relationships with clients to deliver specific investment solutions for a long term success and empower thier business growth.

Helping people make smart financial decisions is the most difficult mission. We are committed to publishing only accurate and actionable advice, personalized tools to help people navigate life’s big personal finance decisions.

Retail & Consumer

Sciences & Healthcare

Industrial & Chemical

Power Generation

Oil & Gas

Expect and deliver the highest quality outcomes.

Our purpose is to build trust and maintaining a long lasting relationships with our clients.

Helping people make smart financial decisions is the most difficult mission. We are committed to publishing only accurate and actionable advice, personalized tools to help people navigate life’s big personal finance decisions.

Year over year, we get to know the people who make the company work. We believe investing this way not only can ease risk, it powers each fund with a diverse of experienced investment professionals.

Acknowledge needs and objectives

We prepare for your meeting by identifying key milestones or events that have happened since we last met. Then we review your portfolios to see if they’re well positioned to meet

Provide a comprehensive long term perspective

We ascertain our client’s financial outlook to determine whether they should seek investments weighted toward preservation of capital, a balance of income and appreciation, or growth.

Establish confidence and discuss opportunities

We will provide unique recommendationa in sensible investment choices that will help our clients meet their long term goals or fund their retirement income needs.

What Our Customers Feel About Our Services!

When our customers succeed, so do we!!

It’s been an excellent experience. Allianz team of consultants is a trusted partner; they took the necessary time to understand our operations and needs, which was essential for our providers and clients. They were professionals and made the right changes and adjustments to align project team with our culture and needs.