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