Life Insurance and Financial Planning Services

When it comes to implementing your financial plan, life insurance plays an important role. By helping to provide the funds necessary for your surviving family members’ current and future needs, life insurance can help carry out your hopes and dreams, even after you’re gone. The tax-advantaged death benefit life insurance provides can replace some of the income you would have earned, preserving your savings, investments, and other assets for the purposes you intended.

When you make big financial decisions, you want them to feel right.  Whether you need a comprehensive financial plan or guidance in one key area such as retirement, estate planning, or investing, DeMattos Insurance Agency can help.

You’ll sit down with our Financial Planners to review your finances, discuss your goals, and formulate a plan with clear action steps.  It’s an in-depth process that creates a practical path to your financial future.

f you would like to set up an appointment to meet with our Financial Planner, please give us a call at 798-0057.