Financial Services that fit YOU!

“Help Me Francis” helps clients with diverse Financial Services Solutions to help find and fit the right pieces needed in their Financial Plans.

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

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

  • Life Insurance (Perm, Term, Disability, Accident Only, Final Expenses)
  • Retirement Account Rollovers & Wealth Management (Fixed, Indexed, & Deferred Annuities)
  • Consumer Credit Support (Monitor, Repair, Build, & Protect)
  • 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)

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

Set up a FREE individual consultation today!

Help Me Francis
Office:  (754) 702-3379
Fax: (954) 252-2167

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