Financial Services that fit YOU!

Help Me Francis assists clients with diverse Financial Services Solutions to find and fit the right pieces needed for their Personal or Small Business Financial Plans.

Consumers and Small Business Owners are becoming more sophisticated when choosing the best financial services products, but there is never one-stop place where you can shop and find useful information about financial products and services in the market.  Until now…

At Help Me Francis, we focus on these Financial Services Solutions:

Individual Market:

  • Personal Financial Analysis & Coaching (Comprehensive Analysis & Financial Goal Setting:  Spending & Savings Plans,  Credit Report Assessments, Insurance Needs Analysis, Retirement & Long Term Care Planning)
  • Life Insurance (Perm, Term, Disability, Accident Only, Long Term Care, Final Expenses)
  • Indemnity & Supplemental Policies (Personal Accident, Critical Care, Cancer, Dental, Vision)
  • Retirement Account Rollovers & Wealth Management (Fixed, Indexed, & Deferred Annuities)
  • Consumer Credit Support (Repair, Build, Monitor & Protect)
  • Secured Credit Cards (Build Credit History)
  • Legal & Estate Plan Services (Pre-paid and Discounted Legal memberships, Trusts, Wills, Power of Attorney, & Medical Directives)
  • ID Theft Protection (Monitoring & Defense)
  • First-Time Homebuyer Education (From Application to Post-Closing)
  • Youth Leadership & Financial Literacy Education (Middle & High School Students)

Group Market (Groups 3 – 50 Employees)

  • Small Business Coaching (Financial Education, Financial Statements Review, Process Improvement Analysis, Marketing & Social Media Plans, Revenue Forecasts & Analysis, Group Benefits Check)
  • Major Medical Policies
  • Indemnity & Supplemental Policies (Personal Accident, Critical Care, Cancer, Dental, Vision, Short-Term Disability)
  • Life Insurance (Perm, Term, Disability, Accident Only, Long Term Care, Final Expenses, Key Man Policies)
  • Legal & Estate Plan Services (Pre-paid and Discounted Legal memberships, Trusts, Wills, Power of Attorney, & Medical Directives)
  • ID Theft Protection (Monitoring & Defense)
  • Merchant Services

What sets us apart from other Financial Services firms is the ability to combine the best priced products and services in the market with easily understood financial education. All in one place! 

Set up an initial FREE Phone Consultation today!

Help Me Francis
Office:  (754) 702-3379
Fax: (954) 252-2167
info.helpmefrancis@gmail.com

Missing pieces of your Financial Plan?  Let’s gather them!

Booking a consultation is easy! Click Here for Our Appointment Book