Plan Selection
Ask us your questions and we give you unbiased answers. We are contracted with all the major insurance carriers but we are loyal to you. So, when it comes to making the very important decision of your insurance, we can help you select which one will best fit your situation. Unlike many other agencies, we look to build long-term relationships not just make a sale. Speak with an HMW insurance advisor before choosing a plan. Our insurance services are free and there is never any obligation.
Receive Notifications
As your trusted advisor we keep track of any and all requested documents you may need. We also make sure that all payments are made and no details or requirements slip by. Don’t lose your coverage because you’re busy with your life.
Bi-Annual Updates
Every year policy benefits can change. Doctors may leave networks. Your medical needs may also change. Twice a year your insurance advisor will reach out to schedule your biannual review. We like to get to know our clients! Call or text us 24hrs and someone will get back to you instantly or ASAP!
Future Planning
Besides living in the moment there is nothing more important than planning for your Family’s future. Make sure you and your Family are covered in the case of an emergency or newly diagnosed health condition.
Benefits of Life Insurance
Learn and understand the different types of insurance policy options. Invest in a life insurance plan correctly and ensure your children and family are protected. Don’t work your whole life to build something desired, only to lose it all due to a mishap or lack of planning.
Annuities
Invest your money correctly and know how much you will receive after retirement. Annuities are a great way to ensure you never outlive your money.
Client Communication
We understand the importance of communicating, that is why you are able to text, call or email an HMW Advisor any time and we will always respond in a timely manner. Don’t trust your business with a call center agent or someone that doesn’t have the record to prove reliable. You can trust us to be there when you need answers.
Wealth Management
Work with our experienced investment professionals and access years of industry knowledge with your financial goals in mind. We take pride in educating our clients and we help them move forward on a well thought out and calculated path. We focus on being your guide in every decision that will affect you financially. Whether you are trying to manage risk or build a legacy for your family or cause, we approach your financial picture with care, understanding and experience.
Investment Advisory
We provide client-focused advice to help you navigate in all markets. We understand the uncertainty of the future and manage your assets in a way that is prepared for whatever the world markets bring. Rest assured that in times of panic or bull markets a Health Meets Wealth Advisor is standing by to answer calls, assess the situation, strategize and calculate decisions to present to you. Let us do all the worrying for you.
Retirement Planning
Planning is a process, not a result. We help you make sense of your current situation and develop a path forward. We focus on flexibility so as you progress or transition from one life change to another, we will be there to adjust. We want you to succeed on your own terms, and we live by our mission: We make sure you have the healthy life and retirement that you deserve.