BUSINESS PHILOSOPHY
My goal is to provide families and business owners with assistance in protecting their lifestyle and building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
BUSINESS AND PERSONAL SERVICES
- Fixed and Variable Annuities
- Charitable Giving Strategies**
- Disability Income Insurance
- Estate Conservation Strategies**
- Education Funding Strategies
- IRA Consolidation/Rollovers
- Long-Term Care Insurance
- Mortgage Protection (funded by life insurance and disability income insurance)
- Lump Sum Pension Distribution
- Pension Payout Alternatives
- Pension Transfer/Rollovers
- Mutual Funds
- Tax Sheltered Annuities, 403(b) Plans
- Term Insurance
- Universal Life
- Variable Universal Life Insurance
- Whole Life Insurance
PERSONAL CREDENTIALS
- Licensed to offer Insurance in Florida, Missouri and New York
- Registered Representative of New England Securities
- Certified in Long-Term Care Insurance (CLTC)
- Master's Degree in Business Administration (MBA)
- Agency "Premier Producer"
- Hablo Espanol
PERSONAL
- 25 year resident of South Florida
- Born in Bogota, Colombia, S.A.
- Family: Wife Laura and daughters Gabriella (4) and Julia (2)
- Hobbies: Travel, automotive world, spending quality family time
ORGANIZATIONS
- Advisory Board Member of the American Alliance for People with Disabilities (AAPD)
- Member of the Boca Raton Chamber of Commerce
- Participant in the Delray Beach Chamber of Commerce and the Puerto Rican and Hispanic Chamber
- Board Member of ASPIRA of Palm Beach County
- Member of the Tri-County Networking Group
- Member of the Gold Coast Venture Capital Association (GCVCA)
Andres Gonzalez is a registered representative of New England Securities products are offered through New England Securities (member FINRA/SIPC). Branch office 2500 Military Road, Suite 1400, Boston MA 02116 P (617) 585-1234 F (617) 585-1234. Insurance products are offered through New England Life Insurance Co., Boston, MA, and related companies.
