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Helga Rivera Insurance

What Is a Financial Wellness Plan?

A financial wellness plan is a strategy that strives to address four key objectives.

Disclaimer for Helga Rivera Insurance

Scope of Services:

Helga Rivera Insurance does not provide investment, tax, legal, or retirement advice or recommendations.

General Information:

The information provided is not tailored to any individual's personal circumstances.

Tax Matters:

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.
Each taxpayer should seek independent advice from a tax professional based on their individual circumstances.

Purpose and Accuracy:

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable.
Helga Rivera Insurance cannot assure the accuracy or completeness of these materials.

Changes to Information:

The information in these materials may change at any time and without notice.

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