Needs Assessment

Our two goals when meeting with our clients is two fold. We first do a thorough needs assessment to make sure that we are providing the best option for the specific situation. Second we strive for our clients to make an informed decision. Thru a thorough presentation of all pertinent information. It that way our clients will be able to make an informed decision. Know exactly what they are saying Yes to and know what they are saying No to.

Gilbert Lucero is a dedicated and truthful person who can be trusted and will never lie nor deceive his clients. [This is so very rare in these stressful times!]

All my closest friends whom I’ve known for decades have trusted him, he has always come through.

Drake A.

Need Help?

We are here to assist you with your benefit needs. From Medicare, Individual Medical Insurance, and Individual Dental Plans. We are also here to assist in your Life Insurance and Retirement Income planning.

Everyone has different insurance needs. Be it Health, Life insurance, and Retirement Income. Call us today for a personalized business or individual assessment and find out how we can help protect your Health and your hard-won assets.

Now accepting virtual appointments
Speak with Mr.Lucero