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Strategic Planning and Insurance Agency

Based in Las Vegas and Serving the United States and Latin America

We Specialize in Working with CPAs, Enrolled Agents, Bookkeepers, and Tax Preparers

Foreign Nationals Specialists

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Partnerships, CPA's, Enrolled Agents, Bookkeepers, and Tax Preparers

How It Works

Why Firms Choose This Model


Client Opportunities

  • Advanced tax mitigation strategies
  • Potential for higher returns on retained earnings
  • Business exit & succession strategy
  • Estate strategies
  • Retirement & long-term financial solutions
  • Protection gaps


Practice Impact

  • Broader service offering with zero additional overhead
  • Stronger client retention and deeper advisory relationships
  • A meaningful new revenue stream
  • Clear differentiation in a changing accounting marketplace
  • A scalable model built specifically for accountants
Jaflo Insurance Services

Why Choose Us

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We Are Licensed Across Seven Different States

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Experts In Working with CPAs and Enrolled Agents

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Specialists In Foreign Asset Management

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We Offer Free Consultations Within 24 Hours

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We Have Over 10 Years of Industry Experience

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Offering Life Insurance Policies Within the US

Jaflo Insurance Services
Protect Your US Assets

As a foreign national, safeguarding your American investments requires specialized expertise. Our tailored strategic planning strategies ensure your hard-earned assets remain secure and compliant with US regulations.

Contact Jaflo Insurance Services today!

Financial

Advisory

Our financial advisory services are designed to provide you with comprehensive guidance and support. We work closely with you to understand your financial goals, risk tolerance, and long-term objectives. Our team then develops a tailored strategy that encompasses investment planning, retirement savings, and wealth management.

Foreign National Specialists

As specialists in serving foreign nationals, we understand the unique challenges you face when managing your finances in the United States. Our team is well-versed in international tax laws and regulations, ensuring that we can help you navigate complex financial landscapes while protecting your assets and legacy within the U.S.

Licensed Insurance Broker

As licensed insurance brokers, we offer a wide range of insurance products to meet your needs. We specialize in providing life insurance policies within the United States, ensuring that you and your loved ones are protected no matter what life throws your way. Our partnership with National Life Group allows us to offer some of the most competitive and comprehensive policies in the market.
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Here's what our satisfied customers are saying...

At Jaflo Insurance Services, we take pride in providing exceptional strategic planning and insurance services to our customers. We would be grateful if you could share your thoughts about our strategic planning and insurance company with others. Your feedback helps us improve and helps others make informed decisions. Please take a moment to leave a review of Jaflo Insurance Services and let others know what you think.