Financial Advisor
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You work hard to bring home a paycheck, provide food and shelter, and accumulate wealth, so you don’t want to leave these important issues to chance. Whether it is protecting your income, your life, or your home, making sure that you’re adequately insured can save you from financial ruin in the event of an unfortunate accident. Make sure that you’re covering the most important aspects of your life while spending money only on the insurance that you really need.
Types of Insurance Policies You Need
You can find an insurance policy to cover almost anything imaginable but only a handful of policies are actually ones that you need to have. You work hard throughout your life to build wealth and live a happy and comfortable life, so some types of insurance can protect your possessions, income and even provide for a loved one when you are gone.
Health Insurance
One of the most important types of insurance to have is health insurance. Your good health is what allows you to work and earn money and otherwise enjoy life. If you were to come down with a sickness or have an accident without health insurance you may find yourself unable to receive treatment or even in debt to the hospital.
Life Insurance
This type of policy is more important if you are married and/or have children. Your life is valuable because it is what allows you to work and earn an income to provide for your family. When you are gone you create an income gap which could put your spouse or children in financial trouble.
Property Insurance
One type of policy that for most people that is actually mandatory to have is homeowners insurance when you have a mortgage. If you borrow money from the bank to purchase a home they will require the asset to be insured. For many people this insurance premium is built into the mortgage payment. For many people their home is their greatest asset so it is vital to adequately protect it.
Auto Insurance
Another type of policy that is often required is auto insurance. Most states require by law that you have basic auto insurance. While it may be a law, too many people still drive around without it.
Our Comprehensive Tax & Financial Services
ITIN Processing
We have signed an agreement with IRS to process W7 (ITIN) applications as Certifying Acceptance Agent (CAA). A CAA is an individual, business or organization...
Tax Advice
If you are facing the possibility of an IRS or state collection action, getting a tax advice from Sanjay TaxPro could be one of the best possible decisions...
Personal Tax Filing
The most reliable and easy way to file your Income Tax Return online. SanjayTaxpro can save you a lot of time and effort by filing your taxes properly.
LLC Formation & Incorporation Services
Sanjay Taxpro Incorporation Services or Business Formation Services can help you pick the correct business structure for your business from a tax planning...
BookKeeping & Payroll Services
Our Bookkeeping & Payroll services are designed to lessen the burden of day-to-day, monthly bookkeeping and payroll tasks. Detailed management of your daily finances...
Financial & Investment Planning Services
You work hard to bring home a paycheck, provide food and shelter, and accumulate wealth, so you don't want to leave these important issues to chance...
ITIN Processing
We have signed an agreement with IRS to process W7 (ITIN) applications as Certifying Acceptance Agent (CAA). A CAA is an individual, business or organization...
Tax Advice
If you are facing the possibility of an IRS or state collection action, getting a tax advice from Sanjay TaxPro could be one of the best possible decisions...
Personal Tax Filing
The most reliable and easy way to file your Income Tax Return online. SanjayTaxpro can save you a lot of time and effort by filing your taxes properly.
LLC Formation & Incorporation Services
Sanjay Taxpro Incorporation Services or Business Formation Services can help you pick the correct business structure for your business from a tax planning...
BookKeeping & Payroll Services
Our Bookkeeping & Payroll services are designed to lessen the burden of day-to-day, monthly bookkeeping and payroll tasks. Detailed management of your daily finances...
Financial & Investment Planning Services
You work hard to bring home a paycheck, provide food and shelter, and accumulate wealth, so you don't want to leave these important issues to chance...
ITIN Processing
We have signed an agreement with IRS to process W7 (ITIN) applications as Certifying Acceptance Agent (CAA). A CAA is an individual, business or organization...
Tax Advice
If you are facing the possibility of an IRS or state collection action, getting a tax advice from Sanjay TaxPro could be one of the best possible decisions...
Personal Tax Filing
The most reliable and easy way to file your Income Tax Return online. SanjayTaxpro can save you a lot of time and effort by filing your taxes properly.
LLC Formation & Incorporation Services
Sanjay Taxpro Incorporation Services or Business Formation Services can help you pick the correct business structure for your business from a tax planning...
BookKeeping & Payroll Services
Our Bookkeeping & Payroll services are designed to lessen the burden of day-to-day, monthly bookkeeping and payroll tasks. Detailed management of your daily finances...
Financial & Investment Planning Services
You work hard to bring home a paycheck, provide food and shelter, and accumulate wealth, so you don't want to leave these important issues to chance...
Locations
Milpitas
691 S Milpitas Blvd Ste 217, Room 13,
Milpitas CA 95035
(call 408-462-5829)