Mario Fragomeno

About Mario Fragomeno

I can help you. Message me to maximize your retirement and a free quote for life insurance and long-term care. I provide advice and guidance to individuals or businesses on matters related to retirement planning, investment strategies, life insurance, long-term care, and tax planning. My primary goal is to help our clients achieve their financial goals by providing personalized recommendations that review their unique financial situation, risk tolerance, and investment objectives.The services that I offer include:Retirement planning: I can help you develop a plan to save for retirement and verify you are on track to meet your goals. I also help you decide when to start taking Social Security benefits and how to manage your retirement income.Investment advice: I help you develop an investment strategy that aligns with your goals and risk tolerance. I also help you choose specific investments and monitor your portfolio to ensure it stays on track.Life Insurance: I help you provide financial protection to the family or other designated beneficiaries in the event of your death. This can help cover expenses such as funeral costs, outstanding debts, and ongoing living expenses.Long-Term Care: This can be expensive, and many people rely on insurance, such as long-term care insurance or Medicaid, to help cover the costs. Planning ahead for long-term care is important, as the need for long-term care can arise unexpectedly and the costs can quickly add up.Tax planning: I can help you minimize your tax liability by recommending strategies such as tax-efficient investments or charitable donations.I provide valuable guidance and support to help you achieve your financial goals and build a secure financial future.

Experience

1. Co-founder Business Development

   The Broker Group

   May 2025 — Present · Los Angeles, CA, US

   At The Broker Group (TBG), we are redefining the insurance marketing distribution landscape through innovation, technology, and a commitment to excellence. Backed by a team of seasoned industry professionals with a proven track record of success, we have built a dynamic platform designed to empower our agency partners. By fostering a culture rooted in trust, ownership, transparency, and continuous improvement, we provide the tools, relationships, and cutting-edge solutions needed for accelerated growth and long-term success.