LuxeGuard Tax & Insurance Advisors are committed to guarding the luxury that is your livelihood and securing the future of you and the generations that come after.
We are a team of highly efficient and educated tax advisors and insurance agents bringing you the experience and knowledge needed to ensure your assets are safe and protected.
Guarding Your Luxury,
Securing Your Future.
Strategy
LuxeGuard positions itself as a trusted partner in the tax and insurance industry. The focus is to not only allow their clients to live a life of luxury but to know they’re fully protected every step of the way.
Purpose
Luxeguard Tax and Insurance Advisors, are rooted in empowering our clients with personalized financial solutions, safeguarding their hard-earned assets and ensuring a prosperous future.
Through our commitment to excellence, transparency, and integrity, we aim to be the trusted partner for all their tax and insurance needs, offering luxury service for every individual.
Brand Values
S e c u r i t y , P l a n n i n g a n d A d v i s o r y .
People come first
We make sure our brand is catering to our clients desires and our ability to help them with vulnerable topics, life and money.
We focus on transparency
We make sure our clients are fully informed and educated on all of the options they have to not only protect their assets but make the most out of them too.
We are straight shooters
We say it how we see it. We don’t need the fluff or being fancy. While we say how it is, we still aim to be compassionate!
We strive for partnership
We treat our clients as partners and focus on building trust with them. We look out for them financially and ensure they are getting the most they can.
Brand Vision
At LuxeGuard Tax and Insurance Advisors, we envision a future where financial well-being is no longer a luxury, but a standard for every individual.
We strive to be at the forefront of the tax and insurance industry, creating innovative solutions and setting unparalleled standards of service.
Our vision extends beyond the numbers; we aspire to build lasting relationships, foster financial education, and bring peace of mind to our diverse clientele.
Every step we take is grounded in our commitment to making luxury service accessible, ensuring that every client feels valued, understood, and secure.
Goal 01: Set a new standard
Luxury is in the eye of the beholder and we are committing to helping luxury become the set standard for all.
Goal 02: Empower our clients
It’s important for our clients to not only feel like they are in good hands, but to be able to understand the process and become more literate in areas they may feel like they lack knowledge.
Goal 03: Create an unparalleled client experience
Our client experience is a direct reflection of the experiences we want our clients to create in their own lives, luxe and secure.
Meet the Team
Shirley Saenz
CEO and Founder
With a wealth of experience exceeding 7 years in the Tax and Insurance industry, Shirley has not only refined her expertise but has also fostered a profound dedication to delivering outstanding customer service. Throughout her journey, she has assembled a team of esteemed professionals who share her commitment to offering top-notch service to LuxeGuard clients. The team recognizes the significance of aiding each client in achieving their annual financial objectives while ensuring the long-term security of their financial future.
Shirley’s steadfast commitment to providing precise information tailored to each client’s circumstances is just one of the compelling reasons clients trust LuxeGuard with all their Tax and Insurance needs. We extend a warm invitation for you to join LuxeGuard Tax and Insurance on a journey to attain your financial peace of mind and secure a prosperous financial future.