Boca Financial Services

(Florida branch of Midwest Investment Services)

Serving Clients across the United States  

Offices located in Boca Raton, and East Peoria,

Services

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we'll help you with...

RETIREMENT PLANNING

All clients will receive a comprehensive retirement plan analysis using our Retirement Planning Simulator software (at no additional cost).  

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Health Insurance

Whether you need individual coverage or are a business owner needing a group health plan, we can help!

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RISK MANAGEMENT

We can assist with all Commercial and Personal Insurance products.  As a business owner, you will need a BOP policy, or Commercial General Liability, in addition to Commercial Property, and if you have employees you will likely need Workers Compensation coverage.  If your business is growing,  you will eventually want to consider offering group health and possibly a 401k plan.  Life insurance is a must for most clients.  If you own a business, you will want to talk to us about the advantages of a Key Man policy as well! 

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