A Unique & Creative Approachto Financial & Estate Planning

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Insurance Plans & Medicare

  • Group Health Insurance for Small and Medium Sized Businesses

    Learn how to comply with and benefit from the Affordable Care Act (ACA)….survive and thrive with a new approach to group health.

  • Medicare Benefits and Solutions

    Take advantage of the latest feature, benefits, and innovations concerning Medicare Supplement Plans…knowledge is power.

  • Disability Income Protection

    Learn the importance of insuring your most valuable asset…your ability to earn income.

  • Life Insurance (Individuals, Families, Professionals, Business Owners)

    Trade pennies for dollars and provide your family with a life estate.

  • Business Buy/Sell and Key Person Insurance

    Protect the value of business interests through life insurance funding.

  • Employee Benefits (Major Dental/Vision)

    Creative benefits and funding of essential insurance needs will result in a thriving workplace.

  • Individual & Family Health and Insurance Planning (including HSA Plans)

    Learn the importance and need for providing financial solutions arising from accidents, illness, or advanced age.

quote I offer a “think, plan, and achieve approach to financial, business, investment, and insurance planning.quoteend

Sacramento, CA

“If you have had your fill of motivational seminars and want to get ahead of the rest of the pack, attend a meeting with Ira. It will make you rethink the way you are going about your business.”

- Henry D. Kreuter, Financial Advisor

Morgan Hill, CA

“Ira is dynamic, energetic, and highly intelligent individual, and his knowledge of business and financial planning is wide ranging and impressive.”

- Richard and Julie Firato, Firato Service Co.