About
About USIf 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
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