704-800-4568

Health and Wealth Care Financial Services

Health and Wealth Care Financial ServicesHealth and Wealth Care Financial ServicesHealth and Wealth Care Financial Services

Health and Wealth Care Financial Services

Health and Wealth Care Financial ServicesHealth and Wealth Care Financial ServicesHealth and Wealth Care Financial Services

704-800-4568

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Simplifying Insurance, Strengthening Futures.

Simplifying Insurance, Strengthening Futures.Simplifying Insurance, Strengthening Futures.Simplifying Insurance, Strengthening Futures.Simplifying Insurance, Strengthening Futures.

Call us for coverage to match your needs!

704-800-4568

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Why Choose Us

Commitment to Quality

Commitment to Quality

Commitment to Quality

Shopping for insurance can be overwhelming. Being informed helps you make the right decisions with confidence. Our goal is to provide an understanding of all options and plans available.

How We Can Help You

Commitment to Quality

Commitment to Quality

At Health and Wealth Care Financial Services, we are committed to delivering compassionate, personalized service that helps families navigate healthcare and financial decisions with confidence. 

See the Difference

Commitment to Quality

See the Difference

 Through education, integrity, and long-term relationships, we provide tailored solutions in insurance and wealth planning that reflect our deep-rooted values and dedication to community well-being. 

Our Services

Health Insurance, Gap Plans and Medishare

  •  Individual and family plans, ACA-compliant coverage and group benefits  
  • Dental, vision, hearing, disability, accident, and critical illness coverage  
  • Medishare plans

Medicare and Prescription Drug Plans

  • Medicare Advantage 
  • Medicare Supplement Plans 
  • Part D prescription plans 

Life Insurance, Annuities and Long-Term Care

Life Insurance, Annuities and Long-Term Care

  •  Term, whole, and universal life policies with estate planning support 
  •  Fixed and indexed annuities for retirement income and wealth preservation 
  •  Coverage for assisted living, nursing care, and in-home support 


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