Our Services

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.

Our Commitment


•  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
     & preferences
•  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
     confidentiality
•  We follow-up with our clients on a regular basis to assess service effectiveness &
    make revisions  reflecting changing needs & wants 

Papers - Health Insurance

Contact us to learn more about saving money on health insurance.