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Financial Services

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Additional Workshops:
RSSA

(Optimizing Social Security)
PRODUCT HIGHLIGHTS
(Utilizing Solutions and Strategies for best Financial Plan) 
HEALTHCARE PLANS 
(**Contact me if you have any questions or if you need help signing up for ACA/Marketplace and Medicare Part A, B, C, and D plans.)

Talleres de Finanzas (Gratis en Español) zoom info : contact me 

Join one of our complimentary financial education workshops, offered both online via Zoom and in person at one of our financial education centers. Our experienced trainers across the United States and Canada present these workshops daily, making it easy to find a date and time that fits your schedule.

You may attend any or all six workshops, and they can be taken in any order. There is absolutely no cost, obligation, or commitment—simply come, learn practical financial concepts, apply what you learn, and share the knowledge with those you care about.

Registration is required. Simply click THIS LINK  to choose the workshop date and time that works best for you. During registration, please enter Dalila Martinez as the person who invited you.

If you're ready to take the next step, ask me about your complimentary Personal Financial Strategy. During this personalized session, you'll receive guidance based on your financial goals, along with a complimentary simple will and power of attorney (POA). The appointment typically takes 30 to 60 minutes and can provide valuable insights to help you and your family plan for the future.

        Here are only a few of our Strategic Providers & Services :
  Transamerica                     * Life insurance; Final expense; Funeral
  Nationwide                               Planning; LTC; Medicare Supp/Advng;

  Pacific Life                                Health/Vision/Dental plans; Disability;
  Athene                                           Short/Long term investments
  F & G                                               Estate planning; College planning program       
  Prudential                                 Debt consolidation.
  United Healthcare            
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