Palm Harbor Office: (727) 515-6702
Spring Hill Office: (352) 600-7431
Best Advice: Because You Deserve It!

“You Helped My Parents, Please Help Me”

After we help an elder parent, we have become part of your family through the Medicaid journey. With that trust, you would like our help with your own life insurance, health insurance, annuity, and tax prep needs. We respect the faith you have in us, and we want to help you in this area as well. We are licensed for health and life insurance in Florida, New York, and California. 

INSURANCE

From enrolling in Medicare at the age of 65, we guide you through your initial selections as well as your renewal periods. We help you understand your options with Medicare Advantage, Medicare supplements, and prescription drug plans. We also help navigate the plans available through the Affordable Care Act (ACA or Obamacare). 

Through it all, we guide you on this journey of decisions so you can make informed choices. We represent national carriers such as United Healthcare and Aetna-SilverScripts, as well as regional plans such as BayCarePlus Medicare Advantage Plans. 

ANNUITIES and LIFE INSURANCE

Just like with Medicaid, it is about asset protection planning. Annuities and life insurance provides you with a way to build your nest egg and protect it. We are licensed in annuities and life insurance. Our portfolio includes national carriers such as Lincoln Financial, Athene, American Equity, and Principal Financial.

TAX PREP

Our team provides the highest level of expertise and personalized customer service for all your tax preparation needs. We are recognized by the Internal Revenue Service as a Registered Tax Return Preparer and our credentials can be found on the IRS.gov website as a participant in their annual filing season program and education. We prepare returns for individuals, trusts, and small businesses.

Because you deserve it. Let us make Medicare Advantage, supplemental programs, life insurance and tax prep simple for you.