Trusted. Personal. Protective. Strategic.

Secure Your Family’s Future with Confidence

Customized life insurance solutions designed to protect your loved ones, grow your wealth, and give you peace of mind—today and tomorrow.

Meet Lucero Diaz – Your Local Insurance Specialist

Hey, I'm Lucero!

With over 10 years of experience and hundreds of families served, I’ve dedicated my career to helping people find peace of mind through life insurance. At Diaz Financial, I believe that the work we do truly matters—because when families need it most, the protection we put in place is there to make a difference. I’m passionate about making the process simple, personalized, and stress-free. As a bilingual professional, I proudly serve clients in both English and Spanish, ensuring families from all backgrounds can understand their options and feel confident in their decisions. Outside of work, I live in Burlington with my husband, George, and our mini dachshund, Ollie. Helping families protect what matters most isn’t just my profession—it’s my purpose

Our Coverage Options

Protect What Matters Most

Explore our range of life insurance plans designed to fit your needs—whether you're securing your family's future, building long-term wealth, or covering final expenses.

Term Life Insurance

Affordable protection for a set period, giving your loved ones financial security.

Whole Life Insurance

Lifelong coverage plus a growing cash value for extra financial strength.

Universal Life Insurance

Flexible premiums and death benefits, plus long-term cash growth options.

Final Expense Insurance

Protect your family from funeral and end-of-life costs with affordable coverage.

Introducing: Tax-Free Retirement

Grow Your Retirement Without Market Risk or Taxes

Imagine a retirement strategy that lets your money grow safely—free from taxes and protected from market downturns.

This isn’t your typical retirement plan. It’s a smart, secure, and personalized approach designed to support your lifestyle now and into the future.

Here's what you will get

Market Risk Protection

Your savings grow without the fear of losing it in a crash.

Tax-Free Growth

Access your wealth without being penalized by taxes.

Living & Death Benefits

Financial support when you need it and for those you leave behind.