Business Details
8 Years
experience
Your Trusted Insurance & Tax Partner in Bedford, TX
Suzy Black Insurance Agency has served clients for over 34 years with comprehensive insurance and financial planning solutions. Our expertise spans Medicare, health insurance, auto/home coverage, life insurance, tax preparation, and investment strategies. We prioritize personalized assessments to address individual and business needs, leveraging relationships with top-rated carriers to secure competitive rates.Our team combines deep industry experience with a commitment to demystifying complex insurance and tax processes. With a focus on long-term client protection, we deliver tailored advice to navigate retirement planning, benefits optimization, and risk management. Our legacy of trust is built on decades of reliable service and a client-first philosophy.
Services
Health Insurance
Medicare Plans
Auto Insurance
Homeowners Insurance
Tax Preparation
Life Insurance
Investment Planning
Details
- Year established: 2018
Highlights and features
- We offer 34+ years of experience in insurance and financial planning.
- Our team provides personalized assessments for individual and business needs.
- We partner with top-rated insurance carriers for competitive rates.
- Specialized expertise in Medicare, health insurance, and retirement planning.
- Comprehensive tax preparation and investment strategy services.
Services
Health Insurance
We provide comprehensive health insurance solutions tailored to individual and family needs. Our team helps clients navigate plan options, maximize coverage, and secure competitive rates through partnerships with top-rated insurers. With expertise in Medicare and private health plans, we ensure clients receive cost-effective protection aligned with their medical and financial goals.
Medicare Plans
Specialized Medicare planning services help seniors optimize their coverage. We analyze supplemental policies, prescription drug plans, and Advantage options to fill gaps in original Medicare. Our advisors stay current with annual changes to ensure clients maintain adequate protection while minimizing out-of-pocket expenses through customized enrollment strategies.
Tax Preparation
Our tax preparation services address both individual and business needs with accuracy and compliance. We identify deductions, credits, and planning opportunities to minimize liabilities while ensuring adherence to federal and state regulations. From simple returns to complex filings, our experienced professionals deliver timely, error-free submissions with clear explanations of all documentation.
Life Insurance
We offer term, whole, and universal life insurance policies designed to secure financial futures. Our approach assesses clients' family needs, estate planning goals, and income replacement requirements to recommend appropriate coverage levels. We work with multiple carriers to find policies that balance premium costs with long-term benefits and cash value accumulation potential.
Investment Planning
Our investment planning services focus on building and preserving wealth through diversified portfolios. We evaluate risk tolerance, time horizons, and financial objectives to create customized strategies using retirement accounts, mutual funds, and other instruments. Regular reviews ensure investments remain aligned with changing life circumstances and market conditions.
People
Suzy Black
Retirement Planning Counselor
With over 35 years of insurance and retirement planning experience, Suzy Black specializes in taxes and benefits optimization. As a former radio talk show host, she excels at explaining complex financial concepts clearly while developing personalized strategies to protect clients' futures through comprehensive insurance and investment solutions.
Questions
What insurance products do you specialize in?
We specialize in health insurance, Medicare plans, auto/home coverage, life insurance, and tax-advantaged investment strategies tailored to individual and business needs.
How do you help clients find affordable insurance?
We compare plans from multiple top-rated carriers to find cost-effective solutions, leveraging our 34+ years of industry relationships to negotiate competitive rates for clients.
Do you offer Medicare enrollment assistance?
Yes, we provide comprehensive Medicare guidance including original plan enrollment, supplemental policy selection, and annual review of prescription drug coverage options.
What tax services are available?
We offer individual and business tax preparation, deduction optimization, and year-round planning to minimize liabilities while ensuring full compliance with tax regulations.
How can I schedule a consultation?
Contact us at (817)-540-1022 during business hours (9 AM - 5 PM) or visit our Bedford office at 601 Harwood Road Ste 2 for personalized insurance and tax planning sessions.
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