Financial Advisor & Health Insurance Help in Pahrump, Nevada

Financial & Insurance Services in Pahrump

Health Insurance

Help comparing individual and family health insurance options, including coverage for self-employed individuals, families and small-business owners.

Medicare Help

Local assistance understanding Medicare enrollment, Medicare Advantage, Medicare Supplement and prescription drug coverage options.

Flat-fee financial planning for budgeting, debt, retirement, investments and other important financial decisions. You can get professional advice without having to move your investments or sign up for ongoing management.

Financial Planning

Investment & Portfolio Advice

Professional portfolio reviews covering investment allocation, diversification, risk, expenses and rebalancing, along with ongoing investment management when appropriate.

Retirement Planning

Help evaluating whether you are on track for retirement, reviewing retirement accounts, planning future income needs and making decisions as retirement approaches.

Our Pahrump Location

Visit our Pahrump office for personalized financial and insurance guidance tailored to your needs.

Address

1971 Pahrump Valley Blvd ste D
Pahrump, NV 89048

Hours

Mon-Fri 9am-4pm (appointment preferred, but walk-ins welcome if we are there.

Contact

Call or text (775)764-2252

Pahrump Financial Planning & Insurance FAQs

What does a financial advisor in Pahrump help with?

We help individuals and families make decisions involving retirement, investments, budgeting, debt, insurance, and other financial goals. You can work with us for a comprehensive financial plan, a portfolio review, or simply help with a specific financial question.

Do I need a minimum amount of money to work with a financial advisor?

No. Our flat-fee financial planning services do not require you to have a large investment portfolio or meet an investment minimum. We work with people at many different stages of their financial lives.

Do you offer flat-fee financial planning in Pahrump?

Yes. We offer flat-fee financial planning based on the type and complexity of help you need. You can receive professional financial advice without committing to ongoing investment management.

Can you review my investments without managing them?

Yes. We offer portfolio reviews and second opinions for people who want professional input while continuing to manage their own investments. We can review areas such as allocation, diversification, risk, expenses, and rebalancing.

Can you help me determine whether I'm ready to retire?

Yes. Retirement planning can include reviewing your savings, investments, expected income, Social Security, expenses, healthcare needs, and other factors that can affect your retirement. We can help you understand where you stand and what adjustments may be worth considering.

Do you help self-employed people and families with health insurance in Pahrump?

Yes. We help individuals, families, self-employed people, and small-business owners understand their health insurance options and compare coverage based on their needs and budget.

Can you help with Medicare in Pahrump?

Yes. Our Pahrump team can help you understand Medicare enrollment and compare Medicare Advantage, Medicare Supplement, and prescription drug coverage options. Our goal is to explain the choices clearly so you can make an informed decision.

Can I meet with someone in person at your Pahrump office?

Yes. Our Pahrump office is located at 1971 Pahrump Valley Blvd, Suite D, Pahrump, NV 89048. You can meet with our team in person, and phone or virtual appointments are also available.

Do you only work with people who live in Pahrump?

No. While our office is located in Pahrump, we can work with clients throughout Nevada and, depending on the service needed, in other states as well. Virtual appointments make it easy to work with us even if you don't live nearby.

Meet O'Brieana, Teresa, and April- our Pahrump team.

Our Pahrump team brings together different backgrounds, strong family ties, and a shared connection to the community. April was born in Idaho and is a mother of six, giving her firsthand experience with the many financial and insurance decisions families face. Teresa came to Nevada from California and, along with her husband Sifu Ed, owns Fight Science Academy, giving her the perspective of a local small-business owner. O'Brieana was born and raised right here in Pahrump and is a mother of two, bringing deep local roots and an understanding of the community she serves.

Together, Teresa, O'Brieana, and April help make the Pahrump office approachable and personal. Whether someone needs help understanding health insurance, Medicare, financial planning, or simply figuring out where to begin, their goal is to make the process easier to understand and help connect people with the right resources.

Our Battle Born Promise

We explain your choices clearly.
We identify important costs, limitations, and tradeoffs.
We make recommendations based on the information you provide.
We tell you when another professional or solution may be a better fit.
And we care about what happens after the decision is made.

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