07/02/2024
We will close at 12pm on Wednesday, July 3rd, and we will remain closed through July 4th and 5th. We will reopen on Monday, July 8th. Have a safe and happy holiday! ๐บ๐ธ๐บ๐ธ
Carlos Veytia, IAR (Investment Advisor Representative) works alongside clients to help them pursue t /COMPLIANCE:2024-401/
07/02/2024
We will close at 12pm on Wednesday, July 3rd, and we will remain closed through July 4th and 5th. We will reopen on Monday, July 8th. Have a safe and happy holiday! ๐บ๐ธ๐บ๐ธ
06/19/2024
Effective 2024, our office will operate by appointment only. Please get in touch with us at 915-544-1066 (leave a message), at least 24 hours before your requested appointment. Thank you for your continued support and business.
06/19/2024
05/24/2024
Our office will close at noon today and reopen on Tuesday, May 28th.
Have a safe Memorial Day weekend!
03/04/2024
Social Security: Five Facts You Need to Know Here are five facts about Social Security that are important to keep in mind.
02/03/2024
Creating your nest egg for retirement is an uphill journey. As soon as you retire, you start spending it down. A distribution strategy can help it last longer, and address taxation, inflation, long term care, and other bumps along the way. Check out this video https://bit.ly/3r7aIv0
01/10/2024
In observance of Martin Luther King Day, we will be closed on Monday, January 15th.
01/08/2024
A strong dividend is one significant way Guardian can bring value to its policyholders. Their record 2024 dividend of $1.398 billion reflects the companyโs commitment to inspire well-being, deliver on promises, and continue its legacy of financial strength. https://bit.ly/41fq3aL
12/27/2023
Why do we need insurance? - Living Confidently Insurance isnโt fun to think about, but it can help protect you and give you peace of mind, so you can focus on the important things in life.
12/27/2023
We will be closed on Friday, December 29th and remain closed on Monday, Jan 1st. We will resume business hours on Tuesday, January 2rd. Effective Jan 2, 2024, our office will operate by appointment only. Please contact us at least 24 hours in advance of your requested appointment. Thank you for your continued support and business. Happy New Year!! ๐ฅณ๐๐๐๐ช
12/21/2023
Our office will close Friday, December 22nd, and remain closed Monday, December 25th. Normal business hours will resume Tuesday, December 26th. Have a safe and happy Holiday Season!
12/14/2023
5 things to do before you retire - Living Confidently Wondering what you need to do to be well prepared for retirement? Review this checklist of five things to prioritize in your personal retirement strategy.