Health Insurance

Whether you’re an individual or you are looking for health insurance for your entire family, you want to make sure you get the best possible health care benefits at a price you can afford.

Health insurance is too important to be left to chance. Our team will help you select the policy with the benefits you need at the price you can afford.



Business / Group

International / Travel

Life Insurance


Health Savings Account (HSA) Plans

Let the leader work for you!

The Health Savings Account (HSA) is the most innovative approach to health care financing in years.You won’t pay tax on the funds you deposit or the interest you make. And you can use the funds to pay for your qualified medical expenses, or start a nest egg for retirement.

When you look at the money you can save with a Health Savings Account (HSA), it’s easy to see why it’s the smartest way to pay for your health care expenses. Take a look:

Let us help you be smart about paying for your health care expenses. You’ll see these advantages:

  • “Tax-advantaged” dollars – the smartest way to pay for your medical expenses *
  • The money’s always yours – since your balance rolls over each year, “use it or lose it” doesn’t apply

Health Savings Accounts are available with qualified high deductible health plans.

* – Romero & Levin Wealth Management is not engaged in rendering tax or legal advice. Federal and state tax regulations are subject to change. If tax or legal advice is required, seek the services of a licensed professional.


No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IN, MN, MS, NE, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, & WA

Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities, financial planning & fee based asset management through LPL Financial LLC a Registered Investment Advisor and Member FINRA/SIPC. Daniel’s CA Insurance Lic #:OC54180 - Melissa’s CA Insurance Lic #:0C56086 - Greg’s CA Insurance Lic #:0F08519

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.