The 30 Best Tax planning for seniors in Florida

Robert Ellis Smith Jr: Primerica - Financial Services is an insurance agency located at 2640 Cypress Ridge Boulevard in Wesley Chapel, Florida. With a focus on providing financial services to individuals and families, this institution offers a wide range of insurance products to help protect and secure their clients' financial future. Whether you are looking for life insurance, retirement planning, or investment solutions, the experienced team at Robert Ellis Smith Jr: Primerica - Financial Services is dedicated to helping you achieve your financial goals. Contact them today to learn more about their services and how they can assist you in planning for a secure financial future.

Cardali Group Inc is an insurance agency located at 3020 Loopdale Lane in Kissimmee, Florida. We offer a wide range of insurance options, including health, life, supplemental, auto insurance, and individual tax returns. Our goal is to provide simple, personalized, and hassle-free care for our clients, ensuring they are well-protected and able to thrive. We work with top insurance providers, including the ACA Program (Obamacare) and Medicare, to guarantee the best health insurance policy that fits your needs and budget. Our team at Cardali Group is dedicated to helping seniors navigate the complexities of Medicare options, whether it be Medicare Advantage or Medicare Supplement Plans.

Sonia Mori - State Farm Insurance Agent, located at 975 West Wisconsin Avenue in DeLand, Florida, has been helping families since 1987. Our team includes Greg Emory, who specializes in Life Insurance and speaks Spanish, and Cristina Krusick, a bilingual Business and Life Insurance Representative. We offer a range of insurance products, including Life Insurance and annuities, as well as banking services through U.S. Bank National Association. For auto repair questions or assistance with financial planning, please give us a call at (386) 738-4805. Please note that we do not provide tax or legal advice, so be sure to consult a professional for guidance in those areas. We look forward to meeting you and helping you protect what matters most.

Western & Southern Life Insurance Company, located at 1060 Maitland Center Commons Boulevard in Maitland, Florida, is an insurance agency that offers a range of products to help you plan for your financial future. Whether you are looking for life insurance, retirement planning, or investment options, we can provide personalized guidance tailored to your specific needs. Our company is committed to providing the highest quality products and services to help you achieve your financial goals. With a comprehensive rewards package and world-class training opportunities, we are dedicated to your personal success.

Dattani and Patel Insurance Group is a reputable insurance agency located at 852 West Lancaster Road in Orlando, Florida. With a team of experienced professionals, they provide a wide range of insurance products and services to meet the needs of individuals and businesses. Whether you are looking for auto, home, life, or business insurance, Dattani and Patel Insurance Group can help you find the right coverage at competitive rates. Their commitment to customer satisfaction and personalized service sets them apart from other insurance agencies. Visit them today to discuss your insurance needs and get a quote tailored to your specific requirements.

Retire Orlando, a Member of Advisory Services Network, LLC, is a finance and insurance agency located at 390 North Orange Avenue, Orlando, Florida, United States. Our institution specializes in helping individuals plan for retirement by providing comprehensive financial planning and insurance services. With a team of experienced professionals, we work closely with our clients to create personalized retirement strategies tailored to their specific needs and goals. Whether you are looking to secure your financial future or protect your assets, Retire Orlando is here to help you navigate the complexities of retirement planning.

Shawn E Brown Insurance is a health insurance and Medicare advisory institution located at 1201 6th Avenue West, Bradenton, Florida, United States. Specializing in Medicare Supplement Plans, Medicare Advantage Plans, and Prescription Drug Plans, most applicants qualify for advanced premium tax credits and many even qualify for a FREE plan. As a full-service, independent brokerage with a corporate office in Daytona Beach, Florida, Shawn E Brown Insurance also has satellite offices in various locations in Florida, South Carolina, and Georgia, as well as licensing in several other states. With a focus on transparency, honesty, and efficiency, Shawn E Brown Insurance is dedicated to helping clients navigate the complex healthcare landscape to find the best plan for their needs and budget. The institution offers a wide variety of plans from top insurance companies, including United Healthcare, Humana, Cigna, and many more. Clients praise the knowledgeable and responsive agents at Shawn E Brown Insurance for their assistance in finding affordable and comprehensive insurance coverage.

Abbott Family Insurance is a trusted insurance agency located at 2189 Cleveland Street in Clearwater, Florida. Our dedicated team provides personalized insurance solutions to protect your family and assets. Whether you need coverage for your home, auto, or business, we are here to help. Contact us today for a free quote and peace of mind knowing you are in good hands with Abbott Family Insurance.

Els & Associates Inc is a finance, health, and insurance agency located at 437 Apollo Beach Boulevard, Apollo Beach, Florida, United States. Our mission is to help people manage their risks and achieve their dreams through proper advising. We have been serving the Southeast community by helping individuals meet their financial goals using insurance products. Our team values building close relationships with our clients to address their financial concerns and provide confidence for their future. We understand the challenges of market fluctuations and economic uncertainty, which is why we are dedicated to earning your trust and helping you achieve financial security. With integrity and transparency, we assess your financial situation and make suitable recommendations to meet your needs. Our founder, Eric, believes in a philosophy of doing the right thing for clients, based on shared values, quality service, trust, integrity, and financial strength. We offer informational reports to help pre and post retirees maximize their retirement benefits, with a focus on providing valuable insights for your financial future.

The Insurance Hub is a full-service insurance agency located at 5969 Cattlemen Lane in Sarasota, Florida. With over 10 years of experience, we are dedicated to educating our clients on how to protect their health, property, and future. Our primary goal is to help people and focus on ensuring that your investments are covered to boost your financial power in the future. We provide valuable tips, opinions, and trends in insurance through our blog to keep you informed. Whether you need assistance with Medicare, homeowners' insurance, or planning for retirement, our team of experts is here to guide you through each step. Founder Cesar Chacon has made generous donations to the community and is committed to giving back. Contact us today at (941) 706-1111 or visit our website at TheInsuranceHub.net to learn more about the carriers we represent and how we can help you protect what matters most.

Fort Myers - Health Insurance & Medicare Advisors is a full-service, independent brokerage located at 9160 Forum Corporate Parkway in Fort Myers, Florida. Specializing in Medicare Plan Options and Individual Health Insurance Plans, our team of licensed agents covers all counties in Florida, Georgia, and South Carolina. We offer a wide variety of plans from top insurance companies such as United Healthcare, Humana, Cigna, and more. With a focus on transparency, honesty, and efficiency, we are committed to helping our clients navigate the complex healthcare landscape. Our goal is to find the best plan for your current needs and budget, whether it be Medicare Supplement Plans, Medicare Advantage Plans, or Prescription Drug Plans. Many applicants qualify for advanced premium tax credits, and some may even qualify for a FREE plan.

FineMark National Bank & Trust is a trusted institution located at 8695 College Parkway in Fort Myers, Florida, United States. As a full-service bank, we offer a wide range of banking, trust, and investment services to meet the needs of our clients. Our commitment to excellence extends beyond our services, as we strive to make a positive impact in the communities we serve. In our video resource library, you can find helpful tutorials on managing your online accounts and customizing your banking experience. Our private wealth advisors and senior bankers also share their expertise on various financial topics to keep you informed and financially savvy.

Novu Insurance is an insurance agency located at 8750 Northwest 36th Street, Doral, Florida, United States. We specialize in helping individuals find the right medical and life insurance coverage to meet their needs. Choosing the right medical insurance is crucial for your peace of mind and that of your family. We offer assistance with Medicare, supplemental plans, and Advantage plans, and you can apply for Medicare even if you are under 65. A lifetime coverage provides a safety net for your family, offering financial support to your loved ones upon your passing. At Novu, we provide opportunities to grow your money and potentially access funds through tax-free loans and withdrawals for retirement or other needs. We are always innovating and supporting our agents, so if you are interested in entering the Financial Professionals Market, this is your chance.

Duval - Health & Medicare Advisors is a full-service, independent brokerage specializing in Medicare Plan Options and Individual Health Insurance Plans. Located at 5011 Gate Parkway in Jacksonville, Florida, they offer Medicare Supplement Plans, Medicare Advantage Plans, and Prescription Drug Plans. Most applicants qualify for advanced premium tax credits, and many even qualify for a FREE plan. With a focus on transparency, honesty, and efficiency, the team at Duval - Health & Medicare Advisors works with every major insurance provider in the area to help clients determine the best plan for their needs and budget. They are relationship brokers, dedicated to providing ongoing support and guidance throughout the healthcare landscape. Licensed in multiple states, including Florida, Georgia, and South Carolina, they offer a wide variety of plans from top insurance companies. Clients rave about the exceptional service and personalized attention they receive from the team at Duval - Health & Medicare Advisors, making them a trusted choice for all health insurance needs.

Family Tree Financial Group is a comprehensive financial, health, and insurance agency located at 2220 County Road 210 in Jacksonville, Florida. We are dedicated to helping individuals and families navigate their financial futures with expert advice and personalized solutions. Our team of experienced professionals is committed to providing top-notch services to help our clients achieve their financial goals and protect their loved ones. Whether you need assistance with retirement planning, insurance coverage, or healthcare options, Family Tree Financial Group is here to support you every step of the way. Visit us today to start building a solid foundation for your financial well-being.

D RIGGS FINANCIAL LLC is a comprehensive financial, health, and insurance agency located in Odessa, Florida. Our dedicated team of professionals is committed to providing personalized and strategic solutions to help our clients achieve their financial goals and protect their health and assets. Whether you are looking for investment advice, health insurance coverage, or risk management solutions, we are here to assist you every step of the way. Visit us at 13553 Florida 54 to learn more about how we can help you secure your financial future.

New York Life Insurance Company, located at 7111 Fairway Drive, Palm Beach Gardens, Florida, is a leading insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest in the market. Whether you need assistance with everyday tasks, income replacement due to illness or injury, or investment strategies for education expenses, New York Life has you covered. Their professionally managed investments offer potential market gains, low fees, and the flexibility to quickly buy or sell bundled investments. With a focus on helping individuals and businesses thrive, New York Life provides expert guidance to create tailored solutions for your financial needs. They also offer insurance for employees, executives, business owners, and more, ensuring that everyone can benefit from their comprehensive services.

Craig Campbell - State Farm Insurance Agent is an insurance agency located at 712 Southeast Becker Road in Port St. Lucie, Florida, United States. They offer a variety of insurance options, including life insurance and annuities, to protect your future. Whether you are looking for coverage for your home, car, or health, Craig Campbell and his team are here to help. With a focus on senior living, State Farm provides information on different types of senior housing options available. They also offer tips for safe driving on rural roads, where farm vehicles and other risks may be present.

Richard S. Bernstein & Associates, Inc. is a renowned health and insurance agency located at 1551 Forum Place, West Palm Beach, Florida, United States. With over 50 years of experience, our institution offers advanced estate planning tools and a wide breadth of insurance knowledge to help clients protect their wealth, plan for retirement, and reduce costs. Our services include premium financing, life insurance, disability and health insurance, annuities, life settlements, buy-sell agreements, and more. CEO and Founder Richard S. Bernstein is a trusted advisor to many of America's wealthiest families and businesses, with a lifetime of experience as a top insurance agent in the industry. Trust us to provide personalized service and expert guidance to meet your needs, budget, and risk tolerance.

Financial Life & Retirement is an independent insurance agency located at 1709 Pierside Circle in Wellington, Florida, United States. Our agents are licensed to provide affordable quotes from over 50 Life and Health Insurance companies, ensuring that our clients receive the best coverage possible. As an affiliate of one of the top Brokerage Firms in the country, we have access to a wide range of insurance products to meet the needs of individuals and businesses alike. At Financial Life & Retirement, we help our clients achieve their financial goals by offering advice on various insurance products, including Life Insurance and retirement planning. We understand the importance of protecting your family and assets, which is why we offer personalized solutions to ensure that your loved ones are taken care of in the event of your passing. We also provide guidance on saving for retirement, as well as the importance of Final Expense insurance to ease the financial burden on your family.

West Palm Beach - Health Insurance & Medicare Advisors is a full-service, independent brokerage located at 515 North Flagler Drive in West Palm Beach, Florida. Specializing in Medicare Plan Options and Individual Health Insurance Plans, our team of licensed agents covers all counties in Florida, Georgia, and South Carolina. We offer a wide variety of plans from top insurance companies such as United Healthcare, Humana, Cigna, and more. Most applicants qualify for advanced premium tax credits, and many even qualify for a free plan. Our business model is built on transparency, honesty, and efficiency, with a focus on building lasting relationships with our clients. Whether you're looking for Medicare Supplement Plans, Medicare Advantage Plans, Prescription Drug Plans, or Individual Health Insurance Plans, we are here to help you navigate the complex healthcare landscape. Our goal is to help you determine the best plan for your current needs and budget. Contact us today to become a part of the Shawn E Brown Insurance Family.

Jupiter Health & Retirement Advisors is a leading insurance agency located in Juno Beach, Florida, United States. Our team of experienced advisors specializes in providing comprehensive insurance solutions for individuals seeking to protect their health and secure their retirement. We offer personalized guidance and tailored insurance plans to meet the unique needs of each client. With a focus on quality service and customer satisfaction, Jupiter Health & Retirement Advisors is dedicated to helping our clients achieve financial security and peace of mind for the future. Visit us at 12800 U.S. 1 to learn more about how we can assist you with your insurance needs.

Handhinsuranceplanning.com is a leading insurance agency located at 1800 Upland Road in West Palm Beach, Florida, United States. We specialize in providing personalized insurance planning services to meet the unique needs of our clients. Our team of experienced agents is dedicated to helping individuals and businesses find the right insurance coverage at competitive rates. Whether you are looking for auto, home, life, or business insurance, we are here to help you navigate the complex world of insurance and protect what matters most to you. Visit us today to learn more about how we can help you with your insurance needs.

Olusesan Osunfisan: Primerica - Financial Services is an insurance agency located at 7401 Wiles Road in Coral Springs, Florida, United States. Our team of professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for insurance coverage, investment opportunities, or retirement planning, we are here to help. With our expertise and personalized approach, we strive to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you with your financial needs.

Fundamental Health Insurance is a reliable insurance agency located at 3500 North State Road 7 in Lauderdale Lakes, Florida. We specialize in providing comprehensive health insurance plans to individuals and families, ensuring that they have access to quality healthcare services when they need it most. Our experienced team is dedicated to helping our clients find the perfect insurance coverage that fits their needs and budget. At Fundamental Health Insurance, we prioritize the well-being and satisfaction of our customers, making us a trusted choice for all your health insurance needs. Contact us today to learn more about our services and how we can help you secure your health and financial future.

UV Financial Services is a comprehensive finance, health, and insurance agency located at 6142 Miramar Parkway in Miramar, Florida. Specializing in annuities, life insurance, health insurance, and Medicare enrollment, our experienced team is dedicated to helping clients secure their financial future and protect their health. Whether you are looking to plan for retirement, protect your loved ones with life insurance, or navigate the complexities of Medicare enrollment, UV Financial Services is here to provide expert guidance and personalized solutions. Visit us today to learn more about our services and how we can help you achieve your financial and health goals.

Miriam Trujillo, The Sena Group: Insurance Agency is a reputable insurance agency located at 2719 Hollywood Boulevard in Hollywood, Florida. With a dedication to providing top-notch insurance services, our experienced team is committed to helping individuals and businesses find the best coverage options to meet their needs. Whether you are looking for auto, home, life, health, or business insurance, we are here to guide you through the process and ensure you have peace of mind knowing you are protected. Contact us today to learn more about our services and how we can assist you with all your insurance needs.

Anna McKay is a dedicated Bankers Life Agent and Bankers Life Securities Financial Representative located at 945 West Michigan Avenue in Pensacola, Florida. As an insurance agency, Anna McKay offers a wide range of insurance products and financial services to help clients plan for their future and protect their assets. With a strong commitment to customer service and a wealth of knowledge in the industry, Anna McKay is a trusted advisor for individuals and families looking to secure their financial well-being. Contact Anna McKay today to learn more about how she can help you achieve your financial goals.

Jim Dickerson - State Farm Insurance Agent, located at 1225 U.S. 331, DeFuniak Springs, Florida, has over 40 years of experience in helping families manage their insurance needs. Jim is married to Yvonne for 32 years and has a 12-year-old German Shorthair Pointer Bird Dog. He also has 3 granddaughters that his daughter Jennifer, who is a State Farm agent in Fort Walton Beach, Florida, gave him. At this busy insurance agency, the team is passionate about making a difference in the lives of others and bettering the community. They are committed to excellence and personal achievement, and are dedicated to serving their clients.

Veteran Adjusters, Inc. is a reputable insurance agency located at 8730 Thomas Drive in Panama City Beach, Florida, United States. With a team of experienced and knowledgeable adjusters, they specialize in providing top-notch insurance services to veterans and their families. Whether you are in need of assistance with a claim or looking for advice on your insurance coverage, Veteran Adjusters, Inc. is dedicated to providing personalized and reliable service to meet your needs. Contact them today to see how they can help you with your insurance needs.