Xavier Financial INC.

Xavier Financial INC. Xavier Financial INC. Xavier Financial INC.

Xavier Financial INC.

Xavier Financial INC. Xavier Financial INC. Xavier Financial INC.
Contact Us
Contact Us

About Us

At Xavier Financial Inc., we are dedicated to providing comprehensive financial services that give you peace of mind and help you achieve your financial goals. With our expertise and commitment to excellence, we offer a wide range of services tailored to your specific needs.

Services We Offer

  • Life Insurance: Protect your loved ones and secure their financial future with our customizable life insurance plans. We offer various options, including policies with living benefits that provide additional coverage in case of a critical, chronic, or terminal illness.


  • Health Insurance: Ensure you and your family access quality healthcare with our range of health insurance plans. We have you covered from individual and family plans to group coverage and supplemental options.


  • Retirement Planning: Prepare for a comfortable retirement with our comprehensive retirement planning services. We'll help you develop a personalized strategy, manage your investments, and create an income plan that ensures a secure future.


  • Mortgage Protection: Safeguard your home and loved ones with our mortgage protection solutions. We understand the importance of protecting your most valuable asset and offer plans that provide financial security in unexpected circumstances.


  • ERC Filings: Maximize your potential returns through our expert assistance with Employee Retention Tax Credit (ERC) filings. Our team will guide you through the process, helping you take full advantage of available credits and ensuring compliance with changing regulations.


  • Estate Planning and Living Trusts: Secure your assets and ensure their smooth transfer to your beneficiaries with our estate planning and living trust services. We'll work with you to create a comprehensive plan that reflects your wishes and protects your legacy.


  • Roth IRA and Fixed Indexed Annuities: Explore our options for retirement savings, including Roth IRAs and fixed-indexed annuities. These robust financial tools offer tax advantages and potential growth to help you achieve your retirement goals.


Partnered with Top-Rated Insurance Companies and CPA Firms

We have established partnerships with leading insurance companies and CPA firms to ensure that you receive the highest level of service and access to top-rated products. Our network of trusted professionals enables us to offer you the best solutions for your financial needs.

Experience the Xavier Financial Inc. Difference

With thousands of satisfied clients and a track record of success, Xavier Financial has become a trusted name in the industry. We pride ourselves on providing personalized attention, expert guidance, and tailored solutions to each of our clients.

Schedule a Free Consultation

Take the first step towards financial security and peace of mind by scheduling a free consultation. Our experienced team will assess your needs, answer your questions, and help you navigate the complexities of financial planning. Contact us today to get started.

Remember to customize this content to fit your specific offerings, target audience, and brand voice. You can also expand on each service with more detailed information as needed.

Reviews

Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

What types of insurance do you offer?


  • We offer various insurance services, including life insurance, health insurance, mortgage protection, final expense, and more. Our goal is to provide comprehensive coverage to meet your specific needs.


How can life insurance with living benefits benefit me?


  • Life insurance with living benefits provides additional coverage in case of a critical, chronic, or terminal illness. In addition, it offers financial protection and can help cover medical expenses, loss of income, and other costs during difficult times.


What is the Employee Retention Tax Credit (ERTC) program?


  • The ERTC program is a government initiative that provides tax credits to eligible businesses to keep employees on the payroll during the COVID-19 pandemic. It can offer significant financial benefits to qualifying businesses.


How can you assist with ERC filings?


  • Our experienced team can guide you through the process of ERC filings, ensuring you maximize your potential returns. In addition, we stay up-to-date with the latest regulations and provide expert assistance to help you navigate the complexities of the program.


What is estate planning, and why is it important?


  • Estate planning involves creating a plan for managing and distributing your assets after you pass away. It ensures that your wishes are honored and your loved ones are cared for. In addition, estate planning can help minimize taxes, avoid probate, and protect your legacy.


What are the benefits of a Roth IRA?


  • A Roth IRA is a retirement savings account that offers tax advantages. Contributions are made with after-tax dollars, and qualified withdrawals in retirement are tax-free. It's a valuable tool for building tax-free retirement income.


How can I schedule a free consultation?


  • Scheduling a free consultation is easy. Contact us through our website or give us a call. Our team will happily discuss your needs, answer your questions, and provide personalized guidance.

Subscribe

Contact Us

Schedule a Free Asessment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Fill out the form with any questions you have about finding the coverage that's right for you!

Xavier Financial Inc.

Hours

Monday - Friday: 9am - 6pm

Saturday: 10am - 2pm

Sunday: Closed

Xavier Financial

Copyright © 2023 Xavier Financial - All Rights Reserved.

Powered by GoDaddy

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept