A true personalized ONE-ON-ONE EXPERIENCE

Brittany-Jean Photography Jan 2024

We stand by a process that allows us to give you true one-on-one, undivided attention, where we can listen and hear your needs, hopes, and even worries. At Efficient Financial and Insurance Solutions, our clients' relationships and experiences matter.

 

1- Understanding (30-45 minutes)

Our relationship with you and the process for securing your family’s future begins with understanding the things that are important to you.

In our initial step with you, we seek to understand your needs. That’s all. This is an opportunity for you to share your story while we listen.

2 - Collection (30 minutes)

Goals. Objectives. Facts. Data. Here, we collect everything you’ve shared into one cohesive view, ready to be analyzed and evaluated.

3- Evaluation

Here’s where the magic happens. Once we have a complete 360 view of your story, we assess and develop a comprehensive, holistic plan that works toward your goals and objectives.

4- Collaborating (1-1.5 Hours)

We work together with your network of other professionals to explore strategies that can help achieve your goals and then assist in implementing and monitoring your chosen course of action.

5- Follow Through

Once we’ve agreed on a plan, we’ll put it into play, but not without your help. While most firms offer choices, they can fall short of holding clients accountable. That’s where we differ. We’re partners now; we will keep you accountable because we want to see you thrive.

6- Moving Forward

We’ll continue to monitor your plan, make periodic updates, and actively review everything that is happening with your assets while providing you with quarterly updates.

Disclosure

Monica Rangel is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0E81456), FL, MI, MO, NV, NY, OH, OK, SC, TX, and UT. No insurance business may be conducted outside the states referenced.

Monica Rangel is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2400 E Katella Ave Ste 800, Anaheim, CA, 92806, 714-343-5256. In this regard, this communication is strictly intended for individuals residing in the states of CA, NV, NY, OK, TX, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Monica Rangel is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, NV, NY, OK, and UT. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Efficient Financial & Insurance Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Efficient Financial & Insurance Solutions nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​