Life and Health insurance, Retirement, Small business Benefits, PEO, Mobile Notary, Tax prep
A wide variety of financial services such as Life, health, and retirement options. Financial services such as college planning, investment strategies, and tax prep and planning for individuals and families. Benefit options for businesses including Accounting, PEO serviceslife, health, retirement and supplemental benefits at no cost to the employer. A Dedicated enrollment team, Benefits audit and claims services for all clients. Benefit enhancements for companies needing to save on healthcare costs.
Keywords: small business benefits life insurance health insurance retirement planning 401k IRA group insurance mobile notary no cost benefits employer employee benefits low cost free tax preparation, mobile tax preparation accounting PEO
Interview Q&A
How long have you been in business?
3 years
What is your primary product or service?
Life insurance, health insurance, and retirement; mobile notary and no cost group benefits
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Saw the need for insurance and and a passion for business success
How do you differentiate yourself from other businesses in your category and area?
services are mobile, no cost to the client, and we can offer a wide variety of services in on a broad spectrum to accomplish the overall financial goal for the client. Most other business of this type will refer at least one of our services out.
How many locations do you have and do you have plans to expand?
1 location. No plans to expand number of locations. We do plan to continue to expand in market share and client base
Provide detailed directions to your location
take 610 loop north, exit T C Jester, turn to head south bound on East T C Jester, turn left on Hackett dr, turn left into the parking garage for free parking
What type of payments do you accept?
cash, debit, and credit
Which areas do you service?
houston and surrounding areas, spring, katy, sugarland, Missouri City, Pearland, Alvin, Manvel, Rosharon, Pasadena, Baytown, Humble
Who owns your company or runs daily operations?
Daily operations run by Erica
What are your hours of operation?
Mobile services 24hrs upon availability. All other services are regular business hours 8am - 5pm
What is the best compliment anyone can give you?
Referrals, Referrals, Referrals
What is your favorite quote or Bible verse?
Gelations 2:20 NIV "I have been crucified in Christ, No longer I who life but Christ lives in me. The life that I now life in the flesh I live by faith in the son of God, who loved me and gave himself for me"