PROTEGEMOS TUS SUEÑOS

We protect your dreams

(815) 880-5129
Hablamos Español

Helping You

Achieve Financial Goals & Protect Your Family

Insurance, Taxes & Accounting, and much more

Hi! I'm

Monica Roman

I am a licensed life and health insurance specialist looking to help individuals and families. I have been in the financial industry for several years and love what I do. 

Rest assured that your family and assets will be protected. I appreciate learning about each person who enters into our office. Their history, family, interests, and concerns. I want to educate and offer you the finest solutions for meeting your current and future needs.

Hello! I'm

Salvador Romero

I provide comprehensive accounting and income tax services for both individuals and businesses. With over 10 years of experience, I’ve built a reputation for offering dependable, personalized support tailored to each client’s unique financial needs.

Whether you need help with personal taxes, business accounting, or year-round financial planning, I’m here to make the process stress free and efficient. I serve self-employed professionals to small business owners- offering services that include income tax preparation, bookkeeping, and general accounting support.

Hi! I'm

Monica Roman

I am a licensed life and health insurance specialist looking to help individuals and families. I have been in the financial industry for several years and love what I do. 

Rest assured that your family and assets will be protected. I appreciate learning about each person who enters into our office. Their history, family, interests, and concerns. I want to educate and offer you the finest solutions for meeting your current and future needs.

Hello! I'm

Salvador Romero

I provide comprehensive accounting and income tax services for both individuals and businesses. With over 10 years of experience, I’ve built a reputation for offering dependable, personalized support tailored to each client’s unique financial needs.

Whether you need help with personal taxes, business accounting, or year-round financial planning, I’m here to make the process stress free and efficient. I serve self-employed professionals to small business owners- offering services that include income tax preparation, bookkeeping, and general accounting support.

Life Insurance & Final Expense

Coverage for anything that life throws at you & your family

Annuities

Planning for tomorrow & retirement

Retirement

Helping you achieve financial freedom through investments

Notary Public

Quick & Easy notary services

Taxes

Individual & Business

Accounting & Payroll

Keep your business running

Business Registration

Getting you started with a  new business

Happily serving all, including those with an ITIN

Term Life Insurance

Often Used: While your kids are young or for mortgage protection

Permanent Life Insurance

Ask about Final Expense Life Insurance

* Cash value loans and withdrawals reduce the death benefit of the policy and are subject to interest and taxes.

To get started with life insurance, click the button below to start the process.

Annuities

Do you feel confident that you will have enough money saved for a comfortable retirement? It may seem like retirement is far away, but there’s never a better time than the present to start planning. An annuity lets you accumulate money for retirement, providing tax-deferred growth during your accumulation years. Avoid the ups and downs of the market and have the money you worked hard for grow at a guaranteed interest rate. Together, we will make sure you don’t outlive your retirement savings.

Retirement

Helping you achieve a dignified retirement through various investment opportunities.

Monica's Other Services & Solutions

Family Protection

Final Expense Insurance

Health Insurance

Disability Income Insurance

Critical Illness Insurance

Medicare Supplement Insurance

Auto License Plates

Auto Titles

Sticker Renewal

Salvador's Other Services & Solutions

Business Start-Ups

Business in Mexico

1099 Preperation

Unemployment Application

IFTA Returns

ICC Application

2290 Highway Tax

Not sure what you need, or just want to talk? Let's get in touch.

Or Call (815) 880-5129

What do people say?

Testimonials from the folks who changed their lives – for better.

Monica was so helpful with assisting our family with documents and educating us in investments for our futures!
Jose P.
Highly recommend this agency. Agent is very knowledgeable on our questions we asked. Can’t wait to build a long-term relationship with my agent (Monica)
Debbie H.

Come meet us in person

144 Washington St., Woodstock, IL 60098
Phone: (815) 880-5129

Contact me for a free consulation

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