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Family Fishing

WHO WE ARE

At LIHD Insurance & Financial Services, we specialize in helping individuals and families protect and enhance their financial well-being. Our team of experienced professionals is dedicated to providing personalized strategies for wealth preservation and income protection. By offering tailored health and life insurance solutions, as well as strategic tax planning, we ensure that our clients achieve long-term financial security and peace of mind. Our commitment to excellence, integrity, and client-centric service sets us apart as trusted advisors in the financial services industry. Whether you are planning for retirement, safeguarding your income, or seeking to minimize your tax burden, LIHD Insurance & Financial Services is here to guide you every step of the way.

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Our Services

Our Services

Health Insurance

We offer comprehensive health insurance solutions for individuals under 65 and retirees. For high-income earners and self-employed individuals under 65, our specialized plans provide extensive coverage to protect your income from unexpected health expenses. Additionally, we offer ACA-compliant health insurance through the Marketplace for affordable and robust coverage. For retirees, our Medicare plans ensure you receive necessary medical care while safeguarding your retirement income from high medical costs. We assist in navigating the complexities of Medicare to find the best plan for your needs, ensuring you remain protected and financially secure.

Life Insurance

Our life insurance policies provide financial security for your loved ones by replacing lost income in the event of your passing, helping your family maintain their standard of living and meet future financial needs. Additionally, our life insurance solutions serve as an effective tool for wealth transfer, allowing you to pass on your assets to your beneficiaries in a tax-efficient manner, preserving your legacy and securing your family's financial future.

Tax Planning

Our tax services focus on personal and small business tax preparation and strategic planning. We work closely with clients to develop tailored tax strategies that minimize liabilities and maximize retained earnings. By staying proactive, we help you navigate complex tax regulations, ensuring you keep more of your hard-earned money. Whether optimizing personal taxes or enhancing small business profitability, our expert team is dedicated to supporting your financial success.

Testimonials

I've been working with Ortis from LIHD insurance for over five years now and I couldn't be happier with the service and support he has provided me. He is consistently there to help me with my taxes and business management and has made the process so much easier for me. His expertise in finance has been invaluable and I feel so confident knowing that he is always looking out for my best interests. Recently, he helped me purchase Final Expense insurance for my grandmother and made the process seamless. He took the time to explain everything to me and made sure that I fully understood what I was purchasing. I appreciate his honesty and professionalism and am grateful for his help in securing my grandmother's future. I would highly recommend him to anyone who is looking for a reliable and trustworthy advisor. He truly goes above and beyond for his clients and I feel so fortunate to have found him. Thank you for all you do!

Madeline Philippeau CEO of Petit Enfant 

Ready to take control of your financial future?

Contact us today to discover how LIHD Insurance & Financial Services can help you achieve financial security and peace of mind with our tailored solutions in health insurance, life insurance, and tax planning.. Call us at 954-395-6812 or Email us at ortisp@lihdinsurance.com 

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