Our services
Tax preparation, ACA / Obamacare, life insurance, Medicare, and notary services — all from one financial services professional who knows your family and speaks your language.
Personal and small-business tax preparation, year-round planning, and friendly guidance from a preparer who knows the community — and answers his phone after April.
Marketplace plans for individuals, families, and the self-employed. We check your subsidy eligibility, compare every carrier on the Florida exchange, and make sure your doctors are in network.
Term, whole life, and final expense coverage from every major carrier — chosen to fit your family, your budget, and the people you want to protect.
Whether you're turning 65 or rethinking your current plan, we walk you through Advantage, Supplement, and Part D in plain English — and stay with you each year for the Annual Enrollment review.
Florida-commissioned notary public for acknowledgments, affidavits, loan signings, copy certifications, and marriage ceremonies — by appointment in office or mobile to you.
What we do
The small things that turn finances from a headache into a checkbox.
Every conversation, document, and follow-up — in English, French, Creole, or Spanish. Your choice, every time.
We don't charge you a dime. As a broker, we're paid by the carriers — at the same rate, regardless of which plan you choose.
Plans change every year. We re-check yours each open enrollment to make sure it's still the best fit — and switch you if it's not.
Twelve cities across Broward — we know the local hospital networks, the neighborhood specialists, and the carriers that actually cover them.
