some of our

Services

 

Looking to continuously offer comprehensive solutions to our clients here are some of our key tools to reach clients goalsĀ 

Some of our services

What We Do Best

life insurance

Term, Indexed Universal Life, Whole Life

Annuities

Fixed, Indexed, Variable Annuities

Payment Processing

Cash Discount (Zero Fee), Interchange Plus

Health Insurance

All Major Carriers for US Citizens and Well Away for Foregin Nationals

Real Estate Investments

Miami, comercial and residential.

stock Investments

Bonds, mutual funds, forex, options

Get In Touch

info@vertexfinancialplanning.com