About

About US

If a goose lays golden eggs what do you take care of first, the goose or the eggs? Our Vision is to have long term relationships with our clients by best fulfilling their  needs and desires and making sure their income is secure and that the “Goose” is protected, with a team of over 30 years of experience, we will make sure you are 100% satisfied and that know how your products  will work for you.

01. Strategic

Every case is different, we design a strategy looking to place the correct financial vehicles that will pave the road to a secure financial present and future for individuals and businesses,

02. Professional

Our team of licensed professionals includes guidance from experienced CLU, ChFC,CFP, professionals .

03. Diversified

We work with all major carriers, we are committed to our clients and what is best for them, we will place a case based on the best the market has to offer.

Why DO WE DO WHAT WE DO?

The Numbers Don’t Lie

We all worry about our finances, sometimes our busy schedules do not give us the opportunity we would like as to how to best administer our assets, at Vertex we want to be your resource for making your money work for you when you can’t work for your money.

%

AMericans without life insurance or Disability Income Insurance

%

Millenials with Life Insurance Literacy

Consultants

A Team Of Professionals

Daniel Zapata

CEO

“With our years of experience in the business of fulfilling life we are committed to bring excellence to each client, making sure all their questions are answered, and that they receive everything they are looking for “

marcelo Motta

VP

With years of experience providing optimal assistance with retirement planning,  estate planning, income protection, real estate investments, tax strategies and overall support.  Proven track record of excellence in assisting corporations and businesses reach their goals. “Developing lasting relationships is key to great success”

Some of our services

What We Do Best

Term Life Insurance

We will look for the best rates so you and your family will have the peace of mind you deserve knowing your finances are protected

Whole Life Insurance

Create an imediate saving, a growing cash value that is secure, with tax withdrawl benefits and protection from creditors

UNIVERSAL INDEXED LIFE INSURANCE

Enjoy excellent rates of return on permanent products with flexibility and the best of Cash growth used for TAX FREE RETIREMENT INCOME, collage tuition fees, and much more.

Disability Income Insurance

Your check and your income are essential to your wellbeing, make sure your check keeps coming in when times get difficult

ANNUITIES

Increase your savings, protect what you’ve saved, or generate a stream of income

401 K AND IRA'S

Begin making contributions from pre-tax dollars. Essentially, you won’t be paying taxes on the money contributed to the accounts or the interest and capital gains until you begin receiving distributions. And you’ll be paying less money to Uncle Sam in the meantime, as the contributions to these accounts will decrease your taxable income

Get In Touch

info@vertexfinancialplanning.com