I'm based in Boca Raton and serve families across Palm Beach and Broward counties — Delray Beach, Boynton Beach, Deerfield Beach, Fort Lauderdale, and the communities in between. In person when you're local, by phone or video when you'd rather not fight I-95.
Why South Florida makes this work different
Snowbirds and travelers. A large share of my clients split the year between Florida and somewhere north, or travel constantly to see grandchildren. That single fact reshapes the Medicare conversation: a plan built around a local provider network works differently when you spend five months in another state. It's one reason Medicare Supplements — which work with any provider accepting Medicare, anywhere in the country — fit so many of my South Florida clients so well.
Retirees arriving from elsewhere. Every year people move here from New York, New Jersey, the Midwest — and discover their old coverage doesn't simply follow them. A move into Florida is a qualifying event that opens a Special Enrollment Period, but the window has edges. If you've recently relocated here, that's a conversation to have promptly rather than eventually.
Multi-generation families. Boca is full of households thinking about three generations at once: their own retirement, their parents' care, their grandchildren's future. My practice is built the same way — Medicare at one end, life insurance and legacy planning at the other, one advisor across all of it.
Licensed in 24 states. When you spend summers in Michigan or your daughter lives in Texas, I don't hand you to a stranger. Most of my clients' family maps cross state lines, and my licensing follows them.
How I work locally
- Kitchen-table or phone — your choice. Some things are better face to face; some people would rather handle it in twenty minutes from the couch. Both are normal here.
- No call centers, ever. When you ring, you get me — this year and in ten years when the policy needs another look.
- Annual reviews as standard. Plans change every year; South Florida's carrier landscape especially. My clients hear from me before enrollment season, not after it closes.
A note on local costs
Families often ask whether Florida is an expensive place for final arrangements. Broadly, South Florida sits near the national averages — a full service with burial commonly runs $8,000 to $18,000 depending on the cemetery, a cremation done properly $3,000 to $6,000 — but prices vary enormously between providers even within Boca. Getting an actual price list from the funeral home and cemetery you'd use is always worth the phone call, and I can help you think through the numbers.