Preparación de impuestos, ACA / Obamacare, seguro de vida, Medicare y servicios notariales — todo de un solo profesional de servicios financieros que conoce a su familia y habla su idioma.
Servicios de Impuestos
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 available plans on the Florida exchange, and make sure your doctors are in network.
Term, whole life, and final expense coverage from the carriers we represent — chosen to fit your family, your budget, and the people you want to protect.
Term life — affordable protection for working years
Whole & universal life — lifetime coverage with cash value
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.
Acknowledgments & affidavits
Loan signings & closing documents
Copy certifications
Marriage ceremonies (Florida notaries can officiate)
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