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Goal Based Financial
Planning In Every
Stage of Life

Unlock your financial potential with goals-based planning! Tailor your resources to meet every life milestone with expert guidance. Start building your personalized roadmap to success today!

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Life
Insurance

Life insurance is more than just a safety net—it’s a critical part of long-term financial planning.

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Long
Term Care

As we age, the possibility of needing long-term care increases.

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Retirement
Planning

Retirement should be a time of joy and freedom, not financial worry.

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Annuities

Annuities provide a unique solution for managing your retirement income.

Insurance & Financial Planning

For Every Age

“Protect & Secure Your Financial Future: The Ultimate Guide to Insurance and Financial Planning for Every Age”

“Discover the KEY CONSIDERATIONS, COMMON PITFALLS, & ACTION STEPS for Building a Comprehensive Insurance & Financial Plan That Fits Your Unique Needs and Goals.”

“Don’t Leave Your Financial Future to Chance. Sign Up Now to Receive Expert Advice and Action Steps Tailored to Your Age Bracket.”

“Plan with Confidence: Claim Your Free Comprehensive Guide Today and Take Control of Your Financial Future.”

  • * Avoid stressing over your financial future by having a clear plan of action for your insurance and financial assets.
  • * Learn the common pitfalls so you can ensure your financial security at any stage of life—no experience required!
  • * Quickly develop a clear plan of action for your insurance & financial goals, even if you’ve never done it before.
  • * Uncover the resources to gain a base understanding of how to start your journey planning.
  • * Stop worrying about your financial future—achieve peace of mind and stability!

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About Me

Hi! I’m Stiven, and I specialize in insurance and financial services with over twenty years of experience guiding individuals and families toward secure financial futures. Originally from Colombia and raised in Central Florida, I leverage my deep community roots and understanding of diverse financial landscapes to offer tailored advice and solutions.

Throughout my career, I’ve focused on empowering clients by addressing their specific financial circumstances and goals. Whether it’s navigating life insurance options, planning for major life events, or ensuring long-term financial stability, I provide expert guidance and strategies that align with my clients’ aspirations and needs. My commitment is to deliver peace of mind and confidence, ensuring that every client is well-prepared for whatever the future holds.

Plan For Your Retirement

Its Never Too Late To Begin

Secure your retirement dreams by starting your financial planning today. No matter your current age, taking action now can significantly enhance your comfort and security in your later years. Each step you take is an investment in a fulfilling and stable retirement. Take charge of your future—book an appointment today and ensure your golden years are as golden as they can be!

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Why Choose Us

Solving your Problems
Independent Insurance
Agent

Choosing me as your independent insurance agent means partnering with someone who prioritizes your interests and unique needs. As an independent agent, I have the flexibility to scan a wide range of products from various insurers, ensuring that you receive the best coverage at the most competitive rates. My approach is tailored and client-centered; I take the time to understand your situation and craft solutions that fit your life perfectly, rather than offering one-size-fits-all options.

With over twenty years of experience in the financial industry, my expertise and thorough understanding of the insurance landscape allow me to navigate complexities and advocate for your needs effectively. I am dedicated to building lasting relationships with my clients, providing not just insurance, but peace of mind. You can trust that I am on your side, ready to assist and guide you through all of life’s challenges and opportunities, ensuring you feel secure and well-cared for every step of the way.

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