SCHEDULE A CONSULTANT
Let's find the right plan for you.
Book a free, no-pressure appointment with one of our licensed agents. We'll listen to your situation and walk you through your options in plain language — no jargon, no sales pitch.
1
Pick a Service
Choose the appointment type that fits your needs below.
2
Choose a Time
Select a date and time that works for your schedule.
3
We Prepare
We review your info before the call so every minute counts.
4
Get Your Plan
Leave with a clear recommendation tailored to your situation.
CHOOSE YOUR APPOINTMENT
Select the service you need
All appointments are conducted via video call or phone — from the comfort of your home. Our agents serve FL, GA, OK, KY & TX.
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Insurance Review
🕐 1 hour·📹 Video or Phone
Not sure if your current coverage is right for you? Our agents will review your existing policies, identify any gaps, and compare options across our carrier network — at no cost to you.
WHAT'S COVERED
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Life, health, dental & vision review
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Medicare & supplement options
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Multi-carrier comparison
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Personalized recommendation
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No obligation to buy
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Bookkeeping Consultation
🕐 30 min·📹 Video or Phone
Get your personal or business finances organized. We'll review your current setup, identify what needs attention, and outline a bookkeeping plan that saves you time and stress.
WHAT'S COVERED
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Personal or business budget review
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Bank reconciliation assessment
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Accounts payable & receivable
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Custom bookkeeping plan
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Free estimate for ongoing services
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Revocable Trust Planning
🕐 1 hour·📹 Video or Phone
Protect your assets and secure your family's future. This in-depth consultation covers irrevocable trust structures, how they interact with insurance and estate planning, and your next steps.
WHAT'S COVERED
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Trust structure overview & options
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Asset protection strategies
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Coordination with life insurance
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Estate planning considerations
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Referral to licensed estate attorney if needed
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No pressure, ever
We're here to inform and advise — not push. You decide what's right for your family.
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Licensed & independent
We work with 20+ carriers so our recommendations are always in your best interest.
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Serving 5 states
FL, GA, OK, KY & TX — licensed agents ready to serve you wherever you are.
BEFORE YOUR APPOINTMENT
Here's what to expect on your call.
We want every appointment to be as useful as possible. Here's how a typical session goes — and what you can do to make the most of your time with us.
1
We introduce ourselves — and take a few minutes to understand your situation, goals, and any concerns you have.
2
We review your options — pulling from our network of carriers to show you what's available at your budget and needs.
3
We answer your questions — in plain language. No confusing jargon. We don't move on until you're comfortable.
4
We give you a clear recommendation — and if you're ready, we can start enrollment right on the call.
📋 Come prepared with:
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Your date of birth and the birth dates of anyone you're covering
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A list of any current medications (for health or Medicare reviews)
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Names of your preferred doctors or hospitals, if any
📄4
Your current insurance card or policy info (if reviewing existing coverage)
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A rough sense of your monthly budget for insurance or bookkeeping services
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Any questions you've been meaning to ask — there are no dumb questions here
Frequently asked questions
Is the Insurance Review really free?
Yes, completely. There's no fee and no obligation to purchase anything. We're compensated by carriers only when you choose to enroll — you never pay us directly for a review.
What states do you serve?
We're licensed in Florida, Georgia, Oklahoma, Kentucky, and Texas. If you're in one of these states, we can help — regardless of which city you're in.
What if I need to reschedule?
No problem at all. You'll receive a confirmation email with a link to reschedule or cancel. We just ask for at least 24 hours' notice when possible.
How do video appointments work?
After booking, you'll receive a confirmation with a video link. We use a simple, browser-based video tool — no downloads needed. Phone is also available if you prefer.
Can I book for a family member?
Absolutely. Many clients book on behalf of a spouse, parent, or adult child. Just let us know during booking and we'll prepare accordingly.
What is your cancellation policy?
We require at least 24 hours' notice to cancel or reschedule. Cancellations made less than 24 hours before your appointment are subject to a $25 late cancellation fee.