Our analysis, reviews and comparative tools save you money on life, auto and other insurance products. The first step towards getting somewhere is to decide that you are not going to stay where you are. In these challenging economic times, preserving and growing your wealth is a daunting task. Investment fads, hidden fees, and rising taxes are relentless.
Many investors end up taking too much risk for too little return, receiving mediocre service and conflicted "advice, " and paying too much in taxes, commissions, and fees. We solve these problems. It's who we are. It's what we do. Our business is the delivery of sound fiduciary advice resulting in simple yet sophisticated wealth management solutions.
Our clients consist of a discerning group of individuals, families, and small business owners. We believe in straight talk, good old-fashioned common sense, hard work, and complete transparency. Our team is composed of a unique blend of highly credentialed professionals with decades of wealth management experience resulting in the wisdom to offer advice that is best for you.
Many investors end up taking too much risk for too little return, receiving mediocre service and conflicted "advice, " and paying too much in taxes, commissions, and fees. We solve these problems. It's who we are. It's what we do. Our business is the delivery of sound fiduciary advice resulting in simple yet sophisticated wealth management solutions.
Our clients consist of a discerning group of individuals, families, and small business owners. We believe in straight talk, good old-fashioned common sense, hard work, and complete transparency. Our team is composed of a unique blend of highly credentialed professionals with decades of wealth management experience resulting in the wisdom to offer advice that is best for you.
Services
Vicki Gunvalson started her insurance and financial services career in the suburbs of Chicago, Illinois in 1991 and quickly became the top agent in her company within the first year of her career.
With sheer determination and a passion for business, she was able to build Coto Insurance & Financial Services, Inc., into one of the most successful insurance agencies in the entire country.
Vicki learned the true importance of insurance after her father was diagnosed with Alzheimer's disease at the young age of 59 without having any long term care insurance.
With sheer determination and a passion for business, she was able to build Coto Insurance & Financial Services, Inc., into one of the most successful insurance agencies in the entire country.
Vicki learned the true importance of insurance after her father was diagnosed with Alzheimer's disease at the young age of 59 without having any long term care insurance.
As you prepare for retirement, you might find yourself focusing on reaching a particular savings goal.
Perhaps you set this goal years ago, when you first began saving for your future, or maybe you landed upon a target number more recently.
In either case, your top priority is making sure that you can afford your standard of living in retirement, in addition to travel or any other hobbies that you might pursue.
Risk is inherent in the world of finance.
As you enter retirement, you will face a number of risks, such as inflation, taxes, longevity, and market fluctuations.
Perhaps you set this goal years ago, when you first began saving for your future, or maybe you landed upon a target number more recently.
In either case, your top priority is making sure that you can afford your standard of living in retirement, in addition to travel or any other hobbies that you might pursue.
Risk is inherent in the world of finance.
As you enter retirement, you will face a number of risks, such as inflation, taxes, longevity, and market fluctuations.
Coto provides alternatives to traditional health insurance.
These alternative solutions save healthy individuals and families money in comparison to a traditional health insurance plan.
To see if this would be an option for you and your family, please schedule a consultation with our office.
Available plans are available in all states and satisfy the ACA individual mandate where required.
These alternative solutions save healthy individuals and families money in comparison to a traditional health insurance plan.
To see if this would be an option for you and your family, please schedule a consultation with our office.
Available plans are available in all states and satisfy the ACA individual mandate where required.
PLEASE NOTE: Coto Insurance is an insurance broker representing many top-rated insurance carriers.
The quote tool below allows us to search those companies to find the best coverage and premium option for you.
One of our agents will be contacting you shortly to go over the process and assist in securing your new coverage.
The quote tool below allows us to search those companies to find the best coverage and premium option for you.
One of our agents will be contacting you shortly to go over the process and assist in securing your new coverage.
Medicare may not always meet all of your needs and having a supplemental policy can be critical.
Medi-gap insurance is supplemental insurance that you purchase from a private company to pay health care costs not covered by Original Medicare, such as co-payments, deductibles, and emergency health care when travelling outside of the U.S. Medi-gap insurance policies does not cover extended long term care stays in a nursing facility or home health care.
A separate policy is available for dental & vision care if desired.
Medi-gap insurance is supplemental insurance that you purchase from a private company to pay health care costs not covered by Original Medicare, such as co-payments, deductibles, and emergency health care when travelling outside of the U.S. Medi-gap insurance policies does not cover extended long term care stays in a nursing facility or home health care.
A separate policy is available for dental & vision care if desired.
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