Broker Check

Referral Partners

Do you share fees with other professionals you refer?

No. We often get asked to recommend professional and other services. We never accept commissions or fee splits from those we recommend.

Accountants/CPAs

Scott E. Abolafia CPA, PA
954-633-2266  [email protected] 

At Scott E. Abolafia CPA, PA, they have experience in a wide range of financial and business services, and as CPA's, are required to stay abreast of the latest changes to the taxation laws and business climate. For more than thirty years, Scott E. Abolafia CPA, PA have built a reputation for accurate, reliable accounting practices. 

Palemero, Landsman and Ross P.A.
954-252-9627  [email protected] 

Serving clients locally, in all 50 states and internationally for over 32 years, Arthur Palermo, Jr. has created a reputation for offering exceptional client services. Palemero, Landsman and Ross P.A. are proficient in tax, business, QuickBooks and individual services.

Mary E. Prados, CPA
305-538-3443  [email protected] 

Mary E. Prados, CPA has practiced accounting in Florida for over 34 years. Her expertise is extensive, including federal, state, and local taxes for individuals, partnerships, corporations, s corporations, LLCs, REITs, estates, trusts, and more. She performs comprehensive income tax planning and corporate financial planning, both domestically and internationally, and has successfully represented taxpayers in federal, state, and local courts.

Mark Scott, J.D., LL.M., Kaufman Rossin
305-857-6768  [email protected] 

Kaufman Rossin is one of the largest CPA and advisory firms in the U.S. and has been named the “Best Accounting Firm to Work For” among large firms. They have represented Florida businesses for more than 50 years and served international clients in dozens of countries. Mark Scott is a leader in Kaufman Rossin’s estate and trust practice. He specializes in creating and implementing intricate estate planning strategies for clients in various industries. In addition to developing estate plans, Mark provides clients with gift tax planning, trust tax planning, and estate and gift tax return examination services. He enjoys the sophisticated challenges offered in the nonresident noncitizen and offshore trust planning regimes.

Attorneys

Laura Bourne Burkhalter
305-757-3307  [email protected]

Laura Bourne Burkhalter is an experienced estate planning attorney with a focus on helping all her clients with comprehensive plans to protect family and property. Her practice also focuses on probate, trust and guardianship litigation, and probate, guardianship and trust administration. Additionally, Ms. Burkhalter handles all appellate matters related to probate, trust and guardianship litigation.

Fuller Lawyers, P.A.
305-445-7150

If you have any issues with wrongdoing, concerning any kind of assisted facility. Fuller Lawyers, P.A. offers personal injury, financial fraud, nursing home neglect, unpaid overtime or wages, retaliatory discharge, premises liability, wrongful death, motor vehicle accidents and Qui Tam (whistleblower) services. Please get in touch with Allen Fuller.

Stephanie L. Schneider
954-382-1997  [email protected]

Stephanie L. Schneider, Board Certified Elder Law Attorney, is recognized locally and nationally as an elder law expert. She has been recognized in the South Florida Legal Guide and SuperLawyers as a top elder law attorney. Bar Admission: The Florida Bar, 1991.

Elizabeth F. Schwartz
305-674-9222  [email protected]

Elizabeth F. Schwartz has been practicing law since 1997 and is a nationally recognized advocate for the legal rights of the lesbian, gay, bisexual and transgender (LGBT) community. She is the author of the book Before I Do: A Legal Guide to Marriage, Gay and Otherwise. While her firm equally works with straight and gay clients in matters of family law, estate planning, and probate, she has been at the forefront of providing crucial legal protections for LGBT families.

College Planning

Beth Barteletti, International College Counselors: Expert Strategies for Admission
954-414-9986   [email protected] internationalcollegecounselors.com

A personal college advisor can provide the individualized attention any student needs to properly tackle the graduate or undergraduate college admission process. Whether your student is the first person in the family to go to college or comes from a long line of Ivy League graduates, the dedicated advisors at International College Counselors can give your student the tools to find and get into the college of his or her dreams.

Financial Services

Pamela Kirkpatrick, Finance of America Reverse LLC
954-326-6535   [email protected]

Finance of America Reverse LLC (FAR) is a lender that is deeply committed to empowering adults age 62 and over with the tools they need to pursue financial independence.

Medical Professionals

Joel E. Vaccarezza, DDS
305-757-6991

Joel E. Vaccarezza, DDS is a practicing Dentist in Miami Shores, FL. Dr. Vaccarezza accepts multiple insurance plans including Dental Network of America, Guardian Dental and Ameritas.

Senior Living Assistance & Home Health Services

Alliance for Aging
305-670-6500

Alliance for Aging is a non-profit organization offering a wide range of services and information to older persons in Miami Dade and Monroe areas.

Tessie Garcia, BSN, RN, Prestige Home Care Services of Broward Inc.
305-343-2962   [email protected]

Prestige Home Care Services of Broward Inc. believes in the healing benefits of a patient receives while being treated in the comfort of their own home. Most patients can be treated cost-effectively while achieving the psychological and sociological benefits of in-home treatment.

Geriatric Care Management Specialists at Sun Family Care Services
954-360-0928

The Geriatric Care Management Specialists at Sun Family Care Services are here to provide care and support for seniors and individuals who are caring for older adults. They work closely with seniors, their families, caregivers and members of their health team throughout south Florida.

Wanda Gozdz, Golden Age Living, LL
888-697-4650

Golden Age Living, LLC provides Aging in Place, Training and Personal Information Management services to help retirees, seniors, and their families change or adapt their living environments to be safe, barrier-free and convenient.

Larkin Home Health Services, Inc.
305-284-7734

Larkin Home Health Services, Inc., is a Medicare and Medicaid Certified State Licensed Agency. Their company is operated in compliance with guidelines set forth under state and federal regulations. The nurses are licensed with practical experience and come with excellent references. The prospect of caring for aging family members can be overwhelming. At Larkin Home Health Services, Inc., they help to put your mind at ease by providing a professional, compassionate caregiver.

Corrine Markey, The Seniors' Answer
305-646-1833    [email protected]

The Seniors’ Answer provides “Concieaging” services that is your answer to your family’s well-being.  Whether you’re nearby or thousands of miles away, whether you need one-time or continuing assistance, our competent staff can handle both routine and emergency management so that you spend your family time joyous and stress-free.

John Moore, In-House Transfers
561-391-2526

In House Transfers is a moving consulting company that can arrange local professionals and resources to perform the following services well: fulfilling the requirements of seniors and retired persons; arranging for local and nationwide moving; packing and unpacking; in house transferring of furniture and appliances; property management; estate liquidation; and hurricane preparations.

Jackie Murphy, J. Murphy Executive Services
305-893-0229   [email protected]

Jackie Murphy provides the highest quality assistance with personal property settlement, facilitating the process for professionals who benefit from outsourcing and individuals needing assistance in times of transition. J. Murphy Executive Services handle some or all the details of personal property matters: securing property and pets, complete inventories, marshaling financial documents, appraisals, shipping, transporting and securing valuables, preparing real estate for sale and documentation.

Wendie Nemeroff, Masada Home Care, Inc.
954-401-8233   [email protected]

Masada Home Care, Inc. gives those who require home care assistance and personalized support with the option to stay at home or postpone or even eliminate their need to move into a residential care or nursing facility. Masada is a licensed non-profit home care agency in Miami-Dade County, employing Registered Nurses, Home Health Aides, Certified Nursing Assistants and Companions who are trained to provide quality care. Their staff provides a range of services for our clients as well as peace of mind for those who care about them.

Who do you know that we can help?

Do you have a relative or friend whom you think would benefit from the same level of personalized financial planning service we provide to you?

If so, great! Simply email or call our office at 305-751-8855 with their information.

As thanks, we'll send you a Starbucks gift card so you can have a virtual coffee date with David at your convenience. We look forward to hearing from you!

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