Personal Service & Support
Enrique Francia is a Certified Estate Planner, Accredited Investment Fiduciary, and Licensed Independent Insurance Agent specializing in Medicare, Estate, & Income Planning Solutions. He works with the major insurance companies so he can offer his clients appropriate coverage for them. His clients are located all across California, giving him a great feel for the financial landscape. He designs solutions with a focus on your short and long-term needs, which he combines with personalized advice aimed at helping his clients make better-informed decisions.
Medicare Planning
Before choosing a plan, I want to be sure you know the difference between your many Medicare plan options.
Learn MoreEstate Planning
Estate Planning involves setting up a plan that establishes who will eventually receive your assets.
Learn MoreIncome Planning
Annuities are investments that can be used to help build a guaranteed income stream or a retirement nest egg.
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Developing a Plan Together!
Let's developed a plan for the short and long term!
I will answer your questions and clarify the options you have.
Local Support
I am located in Southern California and can provide personal, virtual, and phone consultations.
Experienced
I am here to review your situation and find the right solution that fits your short and long-term needs.
Trained and Certified
I am licensed, trained, and annually certified to assist you with Medicare and your other insurance needs.
No Additional Fees
I do not charge for my services as I am compensated by the carrier (insurance company) partners. It makes for a win – win situation.