L Cruz Financial

10/10/2022

Need to review your Medicare enrollment? Annual open enrollment begins October 15

In some cases Medicare enrollment is automatic, but make sure you understand the rules.

08/01/2022

Have you reviewed your retirement plan lately? Such as an assessment of your risk tolerance, time horizon, etc.

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06/10/2022

Are your retirement assets meeting your goals? I can provide you with a review of your financial situation based on information you provide

Regardless of your age or life stage, retirement planning should be a strong financial focus.

04/28/2022

When was the last time you reviewed your investment portfolio? Does it have lifetime income protection?

Do you have a strategy for reviewing and updating your investment portfolio?

04/02/2022

Have you reviewed your investments lately? Is it meeting your objectives? I can provide you with a comprehensive analysis.

Are Your Investment Decisions Influenced by Emotions?

04/02/2022

There are 4 key estate planning documents most everyone should have, regardless of age, health, or wealth.

03/30/2022

What was the last time you review your life insurance needs? A current review can give you and your family a peace of mind.

Your life insurance needs will depend on a number of factors, including the size of your family, the natur...

01/08/2022

Need help with income tax preparation? I can help. Please reach out.

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12/07/2021

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12/02/2021

Have you reviewed your medicare and prescription coverage. The deadline for making changes is December 7 for effective date of January 2022

Here are answers to some common questions about Medicare prescription drug plans.

11/19/2021

Time is running short to review your health plan and prescription drug plan. December 7th is the deadline for plan effectiveJanuar

Here are answers to some common questions about Medicare prescription drug plans.

10/18/2021

Do you need to make adjustments to your Medicare As an Independent Health Plans Advisor, I can help you review your current coverage .

During the Medicare Open Enrollment Period review your coverage and make necessary changes.