Locally, my clients are spread from Boynton Beach and Delray Beach down through Deerfield Beach and Fort Lauderdale, and all the communities in between. In person at my office in Boca, or by phone from wherever you are — nobody needs to fight I-95 to work with me.
Where I meet clients in person.
The office is on N Federal Hwy in Boca Raton. Rings show 5 and 10 miles.
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 30 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
- Phone first, office when it helps. Most of what I do works perfectly well in twenty minutes on the phone. When something is better face to face, come to the office; if getting there is hard, I can come to you anywhere in Boca. How to check it's really me →
- No call centers, ever. When you call, 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 $14,000 to $18,000 once the cemetery’s charges are included, 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.
What final arrangements cost around Boca Raton.
Typical totals once the cemetery’s charges are included.