Nuestros servicios

Cinco servicios. Un asesor de confianza.

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.

  • Personal & family tax returns (Form 1040)
  • Self-employed & 1099 returns (Schedule C)
  • ITIN applications & renewals
  • Quarterly estimated tax planning
  • Year-round support — not just at filing season
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Seguro de Salud ACA / Obamacare

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.

  • Marketplace plan comparisons
  • Subsidy & tax credit eligibility
  • Open enrollment guidance (Nov 1 – Jan 15)
  • Special Enrollment qualification
  • Family & self-employed coverage
Conozca el ACA →

Seguro de Vida

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.

  • Term life — affordable protection for working years
  • Whole & universal life — lifetime coverage with cash value
  • Final expense coverage for peace of mind
  • Beneficiary planning & policy reviews
  • No medical exam options available
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Medicare

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.

  • Medicare Advantage (Part C)
  • Medicare Supplement (Medigap)
  • Part D prescription drug plans
  • Turning-65 / Initial Enrollment guidance
  • Annual review (Oct 15 – Dec 7)
Conozca Medicare →

Servicios Notariales

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)
  • Mobile & in-office appointments
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Lo que hacemos

Cómo lo hacemos más fácil

Los pequeños detalles que convierten las finanzas de un dolor de cabeza en una marca de verificación.

Servicio multilingüe

Every conversation, document, and follow-up — in English, French, Creole, or Spanish. Your choice, every time.

Revisiones de planes gratis

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.

Comparación anual

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.

Conocimiento local del Sur de la Florida

Twelve cities across Broward — we know the local hospital networks, the neighborhood specialists, and the carriers that actually cover them.

¿No está seguro de cuál es el adecuado para usted?

Cuéntenos sobre su situación — lo sabremos en cinco minutos.