Taking care of your financial needs
Plan for tomorrow today!
About Us
Your Health Insurance and Income Tax solutions!
We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about what we offer:
- Health Insurance and Life Insurance
- Income Tax Preparation
- Immigration Services
- Notary Services
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
Comprehensive Approach
We work closely with you to understand your needs and help you find the most adequate solutions. Your satisfaction is our priority, and we strive to deliver outstanding results.
Committed to Service
Every successful financial service and strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Our Team
Mario Civil serves as the CEO of the company. He started in the financial services business in 2016 while attending Miami Dade College. After graduating from Florida International University with a Bachelor's of Science in Biomedical Engineering, he decided to pursue a Master's Degree in Data Science. Mario always cares about his customers, building strong relationships and developing unparalleled trust.
Esmeralda Cesar has been serving in the North Miami and South Florida area for many years. She is a tax preparation expert and serves as a customer service representative.