At
Value Health & Life Insurance Services,
we
strive to simplify the process of helping businesses
and families build wealth and remain financially and
medically secure, through the use of affordable life
and health insurance solutions, which can protect and
preserve their assets.
|
|
Our
Promise to You
Tim Holt is the President of Preservation
Capital Group, a Registered Investment Advisor,
and a Registered Principal of Madison Avenue Securities,
Inc. member FINRA/SIPC.
|
|
Value
Health & Life Insurance Services specializes in:
- Health
insurance for individuals and groups, including Medicare
supplemental plans
- Disability
insurance for working professionals or groups
- Life
insurance: term, whole life, universal, living benefits
- High
quality fixed annuities
- High
quality indexed
annuities
- Long
term care insurance
- Estate
Planning
- Elder
Care Planning
|
|
| |
| |
|
| Tim’s
8 Tips for financial security
1.
Use the Rule of 100.
2. A mistake of being too conservative hurts less than
the sting of being too risky.
3. If it sounds too good to be true, it almost always
is.
4. Don’t pay taxes on money you are not using.
5. Plan on living a long time. If you die young, having
extra money won’t matter, but if you live long,
it makes a lot of difference.
6. Take time to make an Estate Plan – You never
know when you’ll need it.
7. Make sure your advisor is a professional.
8. Don’t Procrastinate. Change might be good. |
| Click Here for your Free CD of 21 Success Secrets of Self Made Millionaires
|
Value
Health and Life Insurance Services does not provide legal,
tax or accounting advice. Seek the guidance of an accountant,
legal or tax planning professional who can assist you with
your specific needs.HowHow Any tax advice contained in this
web site is not intended or written to be used, and cannot
be used, for the purpose of (i) avoiding penalties under
the Internal Revenue Code or (ii) promoting, marketing or
recommending to another party any transaction or matter
addressed herein.
Located
in Atascadero, California, Value Health & Life Insurance
Services provides personal service to residents in San
Luis Obispo county, and all over California and Arizona.
|
|
