Matador Insurance Services
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Overview
2 - 9
Employees
2021
Year Founded
ABOUT MATADOR INSURANCE SERVICES
Securing your retirement with peace of mind
Matador Insurance Services is a virtual financial planning firm that focuses on life insurance strategies and annuities specifically for retirees and small business owners. We adopt a comprehensive approach to financial planning, thoroughly evaluating all elements of your circumstances to create a strategy that matches your individual objectives. By recognizing your priorities, we provide customized solutions that secure your future and optimize the effectiveness of your finances. Our goal is straightforward: to assist you in protecting what matters most—your family, your business, and your peace of mind.
LANGUAGES SPOKEN
English
HIGHLIGHTS
2 - 9
Employees
2021
Year Founded
Services
Focus
Industries
Clients
Services Provided
70% Financial Planning
30% Insurance Services
About the Team
OUR STORY
Matador Insurance Services is dedicated to creating comprehensive financial plans tailored to life’s diverse journey. With a holistic approach that includes risk management, taxation, accumulation, distribution, and estate planning, Matador ensures clients maximize efficiency and achieve their financial goals with confidence. Led by Tristan Ramirez, whose decade-long experience serving individuals, families, and small businesses shines through, Matador combines deep industry expertise with a personalized, white-glove service. Clients benefit from clear educational guidance, proactive documentation management, and strategies that align with both short- and long-term objectives. Committed to thoughtful planning, Tristan’s approach safeguards clients’ most valued assets while providing clarity and confidence in their financial decisions.
