- Access to Affordable Healthcare
- Financial Stability and Planning
Traditional financial systems often overlook the critical overlap between health and wealth, leaving key members of our community without the resources they need. We have identified specific groups with needs that are inadequately met by standard models:
- Self-Employed Individuals: Managing private health insurance without the safety net of employer-sponsored benefits.
- Families on Managed Healthcare: Individuals whose insurance affordability depends on precise income management.
- Seniors & Retirees: Those transitioning out of the workforce who must coordinate retirement withdrawals with Medicare and tax filings.
- Clients with Health or Mobility Challenges: Individuals in long-term treatment plans that require specialized financial oversight.
The Insurance Broker Gap
An insurance broker might offer a “solution,” but they don’t know the tax law well enough to apply it to your situation. They also don’t know how to plan your taxes or file the specific forms needed to minimize what you owe to the government.
The Tax Gap
Your tax person might know the law, but they can’t help you choose the right health coverage to prevent large money penalties. They can only see the tax hit after it’s too late to change your insurance.
Meet Our Team
Our passionate and dedicated team brings together a diverse range of skills and expertise to deliver exceptional results. From creative visionaries to meticulous strategists, we work seamlessly together to meet and exceed our clients’ expectations.
Nadia Ponce Simbron
PartnerLicensed Insurance Agent
LIC# 4431312
Calvin Vo
PartnerLicensed Insurance Agent | Tax Agent
LIC# 4438235
Frequently Asked Questions
Still have a question?
If you have any other queries, feel free to reach out to us. Our knowledgeable team is here to help!
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Specific Disclaimer for Medicare clients
By submitting this form, you agree to have a licensed insurance agent from Haven Tax & Insurance Agency contact you by phone or email to answer your questions or provide additional information about Medicare Advantage, Part D, or Medicare Supplement Insurance Plan and understand that I can opt-out at any time. You are not obliged to enroll. Calls are for marketing purposes. Cellular carrier charges may apply. Providing permission does not impact eligibility to enroll or the provision of services, and other consumers can change permission preference at any time by contacting the TPMO.
Any information we provide is limited to those plans we offer in your area. Currently we represent [0-22] organizations which offer [0-685] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
Specific Disclaimer for Medicare clients
Haven Tax & Insurance Agency is a licensed insurance agency that works with Medicare enrollee to explain Medicare Advantage, Medicare Supplement, and Prescription Drug Plan options. Plans are available to anyone who has both Medicaid from the State and Medicare. Premiums, co-pays, co-insurance, and deductible may vary based on your Medicaid eligibility category and/or the level of “Extra Help” you receive. Please contact the plan for further details. Haven Tax & Insurance Agency is a licensed and certified representative of Medicare Advantage [ HMO, HMO SNP, PPO, PPO SNP and PFFS] organizations [ and stand-alone PDP prescription drug plans] that have Medicare contract. Haven Tax & Insurance Agency and Medicare supplement insurance plans are not connected with or endorsed by the U.S. government or the federal Medicare program. We do not offer every plan available in your area. Currently we represent [0-22] organizations which offer [0-685] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options. We offer plans from a number of insurance companies.