ML Tax and Insurance

Retirement Planning and Insurance

We are insurance brokers and we can provide you plans with competitive rates and attractive features. We offer the following products:

1.) Health and Dental – HMO, PPO, HSA plans from Healthnet, Anthem Blue Cross, Blue Shield of California, Kaiser, etc.

2.) Life Insurance – We offer term and universal life from Aviva, AGLA, Allianz and Forrester’s. Ask me about our flagship product – the 5 in 1 Universal Life Insurance that you do not have to die to use.

3.) Annuities – Our fixed indexed annuity from Allianz will give you a 20% bonus on all premium received in the first three years( the contract must be held for at least 10 years). 10% Penalty-free distributions every year. A guaranteed 3% interest every year and is capped at 12%.

4.) Commercial Liability

5.) Workman’s Comp

6.) Car Insurance

7.) Home Insurance

8.) 401K, IRA, Sep-IRA

Tax Planning and Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns

Budgeting and Forecasting

We include budgeting and forecasting as a free service that we provide to our clients. We’ll show you how to use a budget worksheet to serve as a guide to your finances. A budget is not a constraint. A reasonable budget will show you where your resources are most needed and will allow you to do what you want. Creating a budget will let you take control of your finances instead of it controlling you.

Our office is located at:

11430 South Street
Cerritos, CA 90703

O: (562) 353-7846
F: (562) 724-9860

Short URL:

Posted by on Jul 1 2011. Filed under Directory, Finance. You can follow any responses to this entry through the RSS 2.0. You can leave a response or trackback to this entry

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