(815) 880-5129

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Helping You
Achieve Financial Goals & Protect Your Family

Trusted Insurance, Tax & Financial Services in McHenry County

Medicare & Health Insurance

Taxes & Accounting

Annuities & Retirement

Final Expense Insurance

Notary Service

Term & Permanent Life Insurance

Medicare | Get Covered Illinois

We shop Medicare Advantage, Supplement, and Part D plans from multiple carriers to find what actually fits your life and budget.

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.

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.

Main Services Offered

Medicare | Get Covered Illinois

Helping you navigate insurance options

Taxes & Accounting

Individual & Business

Annuities & Retirement

Planning for tomorrow & retirement

Notary Public

Quick & Easy notary services

Life Insurance & Final Expense

Coverage for anything that life throws at you & your family

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.

Monica's Other Services & Solutions

Dental & Vision Insurance

Final Expense Insurance

Health Insurance

Prescription Drug Plans

Get Covered Illinois

Disability Income Insurance

Medicare Supplement Insurance

Medicare Advantage Plans

Auto Sticker Renewals

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.

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.

Salvador's 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.
Thank you, Monica, for the excellent service. My family and I are very grateful for your kindness and professionalism. You've always been there for us with any questions or concerns, and you've promptly resolved any issues. We recommend your agency to family, friends, and everyone.
Pedro A.
Monica provided top-notch customer service and care. She helped my family with life and home insurance, and we are thrilled with the great policy we received.
Cecilia A.
Monica was great in explaining in full detail our process.
Lesly P.

Come meet us in person

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

Contact me for a free consulation

Reach out for your Future

Proudly offering services from

cigna logo
aarp medicare plans from united healthcare logo
catholic financial life logo
degree of honor logo
woman's life logo
aetna logo
devoted health logo
essence healthcare logo
humana logo
molina healthcare logo
wellcare logo
zing health logo
mercy care logo

Proudly offering services from

cigna logo
aarp medicare plans from united healthcare logo
catholic financial life logo
degree of honor logo
woman's life logo
aetna logo
mercy care logo
devoted health logo
essence healthcare logo
humana logo
molina healthcare logo
wellcare logo
zing health logo