Welcome to Services Across the Board

At Services Across the Board, we specialize in comprehensive financial planning tailored to your needs.

Services

Financial Planning

Create a comprehensive plan that outlines your financial goals, timeline, and the steps necessary to achieve them.
Regular check-ins and adjustments to your financial plan can help ensure you stay on track with your goals.

 

Investment / Retirement Planning 

 Investment strategies tailored to your goals and risk tolerance. Personalized retirement planning to secure a comfortable future for you and your family.

 

Life Insurance

Protecting families and ensuring you are supported and secure, bringing peace of mind, and allowing you to focus on what truly matters.

 

Health Insurance

At Services Across the Board, we understand that health care needs vary and so do budgets. Thats why we offer customizable health insurance plans designed to fit your families' unique needs. Whether you are looking for basic coverage or comprehensive care, we provide options that prioritize your health without compromising your financial peace of mind. Let us help you find the right plan that ensures your family is protected at every stage of life.

Frequently Asked Questions

What services do you offer?

We offer a variety of services including investment planning, retirement solutions, Life insurance, Health Insurance, Medicare supplimental, Annuities and Long term living products amongst other things to meet the clients diverse financial needs.

How do you customize financial plans?

We customize financial plans through a Financial Needs Analysis (FNA) by assessing your individual goals, risk tolerance, and current financial situation to develop a strategy just for you.

What makes your company different from others?

Our company stands out by providing a diverse range of services, ensuring a holistic approach to financial planning that enhances resilience in changing market conditions. We excel at customizing our products to fit any family's budget.

Families Deserve the Reassurance that life insurance provides, ensuring we bring peace of mind and allowing them to focus on what truly matters!

Contact us

Get in touch with us for tailored financial solutions and expert guidance.

Alexandra Kelly  

Lic #: 20461630

PH: 702-628-6099

Flor Vargas 

Lic #: 21103534

PH: 515-851-5974

 

Location

Services Across the Board Home Offices
Marshall, Arkansas, United States

Alden, Iowa, United Stated 

About us

Services Across the Board is a premier financial planning company providing services all over the USA. We pride ourselves on our unique approach to financial services, offering a wide range of solutions across multiple industries. Our mission is to provide our clients with tailored financial strategies that enhance resilience and spread risk. Our team of experienced professionals is dedicated to understanding your individual needs, ensuring that we craft personalized plans that align with your goals. Whether you are looking for investment planning, retirement solutions, family protection, Health Insurance, Annuities, or risk management, our comprehensive services are designed to support your financial journey. We believe that diversification is key to success, and we are committed to helping you navigate the complexities of the financial landscape with confidence.