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LIHD Insurance 

Welcome to our financial epicenter, tailored to bridge the gap between your monetary goals and the know-how to achieve them. Whether it's about diving deep into tax planning, understanding the nuances of insurance, or preparing for milestones like retirement or college savings, this platform offers comprehensive insights and bespoke solutions.

Central to our ethos is a dedication to transparency, integrity, and the conviction that equipped with the right strategies and knowledge, financial prosperity is within reach for all. With detailed service breakdowns, enlightening blog entries, and an open line to communicate directly with me, consider this website your go-to compass in financial navigation.

Embark, delve deep, and together, let's chart a course for your financial success

Our Services

Our Services

Discover our curated suite of services, tailored to address your diverse financial needs. From retirement planning and insurance consulting to tax planning, we're here with the expertise and personalized strategies you seek. Together, let's pave a prosperous path for your financial future

Insurance Consulting

Our insurance consulting services help you select the right insurance policies to protect your financial future. We specialize in life, health (ACA & Medicare), disability, and long term care insurance.


Our retirement planning services are tailored to ensure that your golden years are secure, aligning with your individual aspirations and financial objectives

Tax Planning

Navigating the complexities of taxation demands precision and expertise. Explore our Tax Planning services, where we craft strategies tailored to optimize your financial position while ensuring compliance. Discover a streamlined approach to reshaping your tax journey


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 schedule a free consultation and learn how we can help you achieve your financial goals. Call us at 954-395-6812 or Email us at 

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