Helping You

Achieve Financial Goals & Protect Your Family

Insurance and much more

Term & Permanent Life Insurance

Family Protection & Obama care

Final Expense Insurance

Retirement Planning

Annutities

Notary Service

Hi! I'm

Monica Roman

I am a licensed life and health insurance specialist looking to help individuals and families. I have been in the financial industry for several years and love what I do. 

Rest assured that your family and assets will be protected. I appreciate learning about each person who enters into our office. Their history, family, interests, and concerns. I want to educate and offer you the finest solutions for meeting your current and future needs.

Life Insurance & Final Expense

Coverage for anything that life throws at you & your family.

Annuities

Planning for tomorrow & retirement

Retirement

Helping you achieve financial freedom through investments

Notary Public

Quick & Easy notary services

Proudly offering services from

Happily serving all including those with an ITIN

Term Life Insurance

Often Used: While your kids are young or for mortgage protection

Permanent Life Insurance

* Cash value loans and withdrawals reduce the death benefit of the policy and are subject to interest and taxes.

To get started with life insurance, click the button below to start the process.

Workshops & Conferences

We are organizing public and private workshop and conferences

Term & Permanent Life Insurance

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