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Life Insurance &

Living Benefits

Our Mission

To guide families, business owners and high earning professionals into a more secure future by planning through insurance coverage.

Professional Planning

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Personal Planning

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Our Planning Strategies

Our Story

Waxman Planning was established to provide innovative yet practical insurance and estate planning solutions for families, business owners and high-earning professionals.

As a modern insurance planning firm, we seamlessly integrate technology and planning, employing cutting-edge tools to create easily comprehensible plans.

Our approach involves collaborative efforts with all professionals involved in our clients lives, ensuring the implementation of comprehensive strategies.

Meet Our Team

Waxman Planning is comprised of a diverse group of highly skilled and experienced professionals who are passionate about insurance planning and taking care of our clients. We each bring our own unique skills and expertise to ensure our clients receive the best planning with the best service. Browse through our profiles to learn more about the people who make our company great.

Samuel Waxman

CFP, CLU, CHS, CEA, Advisor

Andrew Barrons

CHS, Advisor

Ana Miranda

Operations and Life and Living Benefits Coordinator

Justine Tam

Marketing and Group Benefits Coordinator

Testimonials

What our clients are saying

Insurance planning is not one size fits all. As life changes, it is important to keep in touch to ensure that as your needs change, so does your planning.

Life Insurance | Critical Illness Insurance | Disability Insurance | Group Benefits