Your Sure Plan for Financial Peace of Mind!
For up-to-date, innovative, professionally tailored, and cost-effective insurance coverage that meets your unique needs, turn to none other than SurePlan Financial, Inc. We are a U.S. Air Force veteran-owned-and-operated company located in Mesa, AZ. Licensed in 8 states and the District of Columbia: AZ, CA, D.C., NM, NV, OK, OR, TX, and UT.
Our team members will take the uncertainty and confusion out of insurance. Because your satisfaction is our priority, we work hard to arrive at a solution that addresses your needs. You don’t have to be limited by only one insurance option. Our brokerage allows you to look at several insurance solutions and select the plan that fits your goal and budget.
Our company puts a premium on confidentiality. We don’t sell your information, and we make sure that your personal details stay safe and secure.
Why Choose Us
We Put Our Clients First
We are known for our ability to achieve high levels of customer satisfaction. This is because we always place the interests of our clients before our own, and we make sure that they’ll be happy they chose to work with us. Best of all, we don’t charge a fee for our services.
We don’t have a “one size fits all” mentality when it comes to providing insurance solutions to our clients. Aside from that, we are also willing to travel to your location so we can meet with you personally. If you prefer, we can also have a consultation via remote screen-share, whichever is convenient for you.
We Employ an Educational Approach
We don’t rush our clients. When you work with us, we’ll take the time to listen to you so we can offer you solutions that will serve you best. In addition, we don’t use a hard-sell approach. Instead, we’ll show you how our insurance plans can benefit you by creating strategies that are based on statistical risk analyses pursuant to your unique risk factors.
When deciding what insurance solution we should present our clients, we choose the plan that will be beneficial to them, not on what will earn us the most commission. We are your friends in the insurance industry!
Licenses
We are licensed in the following states:
- Arizona
- California
- Nevada
- New Mexico
- Oklahoma
- Oregon
- Texas
- Utah
- D.C.
Affiliations
National Ethics Association (NEA)
Delta Mu Delta International Honors Society in Business
Alpha Chi National Honor Society
Service Areas
We serve clients in several states throughout the U.S., with a focus on the following areas in Arizona:
- Ahwatukee
- Apache Junction
- Buckeye
- Chandler
- Florence
- Gilbert
- Goodyear
- Maricopa
- Mesa
- Paradise Valley
- Phoenix
- Prescott
- Prescott Valley
- Queen Creek
- Scottsdale
- Sun Lakes
- Surprise
- Tempe
- Tucson
What Our Clients Say
“Wow! I have never experienced the high level of service that Tracy has provided me time and time again! He repeatedly impresses me! He never hurries me during our meetings. He took the time (over 3 hours) during our last meeting to ensure I fully understood my health and supplemental plans, not to mention that he saved me over $500 per month! Thank you, Tracy!” – Gary P.
“I was so confused by Medicare and was being flooded with mail from everybody promising everything! Tracy met with me directly, answered all my questions, called Social Security for me, and found the right plan for me. He searched all of my doctors and made sure all my Rx’s were covered. He even drove me home after my appointment! I highly recommend Tracy to anybody who is looking for honest, professional help with Medicare and health insurance.” – Vera H.
“Before I met Tracy, I didn’t know much about Medicare and health insurance in general. Tracy looked over my current insurance and discovered that there was a lot of out-of-pocket costs and risks that I was not aware of. He shopped a lot of plans for me, which saved me countless hours of time. He found a Medicare Advantage Plan that I love and has a monthly premium of $0!” – Sonja Q.