Where are you getting your insurance and financial strategy? Newspapers? Seminars? Web sites? Cable TV? Friends? While the financial media often provide helpful information, they cannot take the place of experienced financial professionals who are familiar with your particular situation and can offer personalized strategies. The Lazzarone Group, LLC brings together two generations, with over 40 years combined service, of business and personal insurance, and financial services experience to their customers.
Services
Many requirements that made it difficult and expensive for small businesses to reorganize using Chapter 11 have been loosened. Dale Lazzarone (CA INS LIC # O705421) is an agent licensed to sell insurance through New York Life along with various other independent unaffiliated insurance companies in the states of CA & NV.
Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, The Lazzarone Group, LLC has access to new products, enhanced product features, expanded quality service, and pioneered new technologies. Breaking new ground is part of our tradition.
We are here to help guide you through the often overwhelming process of creating an insurance and financial blueprint. Review your individual situation and personal objectives. Every family's financial situation is unique. That's why it's so important to find out as much as we can about you and your financial goals.
Creating an insurance and financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor. Please contact us to arrange a meeting to review your situation and discuss the products and services that can help you. This article looks at high debt levels among older Americans and why it's important to analyze and address debt before retirement.
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