Services

Organize Your Financial Plans with Our Services

And Plan Your Future with Confidence.

Insurance

• Term Life
• Whole Life
• Universal Life
• Variable Life
• Second-to-die Life
• Join Life
• Health
• Dental
• Long Term Care
• Disability
• Group Insurance

Investments

• Roth IRA’s
• Traditional IRA’s
• SEP IRA’s
• Simple IRA’s
• Coverdell Education Savings Accounts
• 529 Plans
• Annuities – Immediate, Deferred, Variables, Fixed, & Equity Index.
• Mutual Funds
• 401(k) Plans, Individual 401(k) Plans
• 403(b) Plans

Medicare

• Medicare Advantage (MA)
• Medicare Advantage with Prescription Drug (MAPD)
• Medicare Supplement Plans (Med Sup)
• Stand alone Drug Plans (Part D)
• Medicare-Medicaid Plans (Medi-Medi)

Other Services

• Key-person & Buy-Sell
• Investment related tax Planning
• College Planning/Financial Aid
• 401(k) Plans

What you would expect from us?

At FinIns Wealth, we focus on building a long term relationship with our clients. You connect with us through direct contact via text or phone call. Our business foundation is built on referrals from our clients, who have gone through evaluating and selecting advisors process. 

Here are some of the services we provide for our clients

• Professional managements
• Portfolio diversification
• On going financial reviews and evaluation
• Unbiased and independent recommendation

How can we help?

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