Y O U.
You make a good living. You have amazing relationships. And now you’re ready to take your financial life to the next level. You’re sick and tired of financial professionals talking in circles without your specific needs in mind.
You likely have felt self-critical for the financial decisions you’ve made (or not made) in the past. You want someone to explain the financial world to you in a way that’s simple and relatable as if you were talking to a friend over lunch. You’re open, willing, and ready to invest the time, money, and energy into a financial planning relationship that will make your life vision a reality.
We’re so glad you found us... the insurance agency you knew had to exist. That feeling you have... It’s relief!
We can’t wait to help you feel peace of mind with your financial decisions.
Our approach is to help you with your goals, develop a plan, and help you implement that plan with financial products that will suit your needs. As a team, we will periodically review your plan and make changes, if necessary, to fit your lifestyle and/or life-changing events.
There are many variables that will change in your life and around you, and as a team, we will be proactive and stay knowledgeable about updates in the industry, new rules, and/or taxation. Our commitment is to provide you with the best customer experience from the financial services industry.
We are offering Life Insurance from more than 50 insurance companies, Pre-Paid Funeral Expenses from local providers, Medicare Supplement Programs, as well as Medicare Advantage products through some of the top insurance companies in FL.
Licensed in: CT, OH, SC, VA, FL, TX & NM.
Contact us to learn more about our products and services.
Hello, my name is Mario Mejia. I have been in the financial services industry for the last 20 years in many types of roles throughout my career, from a captive agent at a large financial company, project management position, release manager opportunity, to supporting many large information technology (IT) projects as a Business Analyst. Some of these roles have helped me understand the "back-office" inner-working of insurance products, and in return, I translate that knowledge to my clients' benefit.
How did I get into this business? Well, sometime back, my career goals changed when my job was eliminated due to corporate restructuring. At that point, I decided to take matters into my own hands, get out of the corporate emotional rollercoaster and became an independent agent/broker, and an agency builder.
I really enjoy helping my customers by educating them on how to protect their families from unexpected losses, save money to supplement their retirement income planning and prepare for the need for final expenses. It's all about "Love, Care, Serve" as my favorite author, Jon Gordon, emphasizes in his books. I also provide career opportunities to those that may be interested to start a new job. Call me or send me an email to get more information and I would be glad to speak to you about it.
My wife, son and I moved to FL from CT a little more than 7 years ago looking for the "eternal summer" and a slower pace of life. Who doesn't like palm trees, right? Exactly... Every day feels like living on a Caribbean island, so the vacation never ends. Yes, it gets really hot 4 months out of the year, but the rest of the time the FL Tampa Bay area weather is great. We are active members of our local Catholic Church where we participate in many of the ministries and attend Sunday mass.
I'm looking forward to working with you, helping you protect your family just like I would protect mine, and giving you back that peace of mind. Be Safe!
También hablo Español. Estoy a su disposición y listo para ayudarlo a planear en como proteger su tesoro mas valioso - SU FAMILIA!