Shopping for health and financial services can be a daunting task, trust the people at Planning Ahead Brokerage LLC to assist and guide you with your goals. We offer diverse range of services to help individuals, families, self-employed, and small businesses in creating a road map in achieving present and future health and financial needs. Our main purpose is helping our clients make better-informed decisions by providing and developing personal strategies for short and long term objectives.
• We provide exceptional service
• We genuinely care about people
• We are experienced in providing needs assessments to help clients determine
their own health care requirements & assist them with developing plans
• We are committed to providing professional, ethical, & quality service
• We adapt our service delivery times to best suit our client’s needs
• Our consultants are license, trained, insured, screened, and have undergone
criminal record checks.
• Our consultants are not only qualified, but also are compassionate,
dependable & trustworthy individuals who respect privacy & maintain
• We follow-up with our clients on a regular basis to assess service effectiveness &
make revisions reflecting changing needs & wants