{"id":21,"date":"2019-05-28T19:16:13","date_gmt":"2019-05-28T19:16:13","guid":{"rendered":"http:\/\/amfinancialplanner.com\/?page_id=21"},"modified":"2026-04-24T16:31:38","modified_gmt":"2026-04-24T21:31:38","slug":"home","status":"publish","type":"page","link":"https:\/\/amfinancialplanner.com\/?page_id=21&lang=en","title":{"rendered":"Home"},"content":{"rendered":"

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body_text_shadow_style=”preset2″ body_text_shadow_horizontal_length=”0.25em” body_text_shadow_vertical_length=”0.82em” body_text_shadow_blur_strength=”1.18em” body_text_shadow_color=”#000000″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off” sticky_transition=”on”][\/et_pb_slide][\/et_pb_fullwidth_slider][\/et_pb_section][et_pb_section fb_built=”1″ module_id=”2″ _builder_version=”4.16″ custom_padding=”0px||0px|||” bottom_divider_height=”230px” bottom_divider_flip=”vertical” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text disabled_on=”on|off|off” _builder_version=”4.16″ text_font=”|||on|||||” text_text_color=”#2395ff” text_font_size=”60px” text_line_height=”1.8em” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

About Us<\/strong><\/p>\n

[\/et_pb_text][et_pb_text disabled_on=”off|on|on” _builder_version=”4.16″ text_font=”|||on|||||” text_text_color=”#2395ff” text_font_size=”45px” text_line_height=”1.8em” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

About Us<\/strong><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ custom_margin=”|auto|-8px|auto||” custom_padding=”20px||35px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/amfinancialplanner.com\/wp-content\/uploads\/2019\/07\/Logo-Alexis3-01-e1564069915227.png” align=”center” _builder_version=”4.16″ custom_padding=”0px|||||” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_text_color=”#777777″ text_font_size=”30px” text_line_height=”1.8em” custom_margin=”||6px|||” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

Our purpose is simple<\/strong><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_font_size=”20px” text_line_height=”1.8em” custom_margin=”-4px|||||” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

We have been in the industry for more than six years providing financial security and guidance for our clients and their families. We are located in the heart of Miami’s Financial District, our office has an extensive financial expertise involving domestic and international clients.<\/div>\n

 <\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”off|on|on” module_id=”3″ _builder_version=”4.16″ background_color=”#000000″ z_index=”0″ custom_margin=”0px||0%|||” custom_padding=”10%||10%|||” top_divider_style=”asymmetric2″ top_divider_color=”#ffffff” top_divider_flip=”vertical” bottom_divider_style=”asymmetric2″ bottom_divider_color=”#ffffff” bottom_divider_flip=”horizontal” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ custom_padding=”103px||23px|||” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_team_member name=”Alexis Medina” position=”OWNER & CEO” linkedin_url=”https:\/\/www.linkedin.com\/in\/alexismedinatovar\/” _builder_version=”4.16″ header_font=”|||on|||||” header_text_color=”#2395ff” header_font_size=”34px” body_font=”||||||||” body_text_color=”#ffffff” position_font=”|700|||||||” position_text_color=”#ffffff” position_font_size=”19px” global_colors_info=”{}”]<\/p>\n

Alexis Medina Tovar <\/span>is the Founder and President of AM FINANCIAL PLANNER. For more than 8 years, Alexis has been helping clients and investors pursue their financial goals and objectives. He has extensive experience in retirement issues, asset allocation, investment selection, education planning, estate planning coordination and asset protection strategies.<\/span><\/p>\n

Mr. Medina earned his BA in International Business at Universidad Santa Maria in Venezuela.<\/span><\/p>\n

In Miami, he obtained The Formal Credit Training program from Mercantil Bank.<\/span><\/p>\n

Professional Associations:<\/span><\/p>\n

    \n
  • Knights of Columbus Miami Council<\/span><\/li>\n
  • NAIFA, Florida Association of Insurance and Financial Advisors<\/span><\/li>\n
  • Steward member of Epiphany Catholic Church<\/span><\/li>\n<\/ul>\n

    Alexis is fluent in both English and Spanish. He enjoys spending time with her family, volunteering in the community, listening to music, and traveling.<\/span><\/p>\n

    [\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|off|off” module_id=”3″ _builder_version=”4.16″ background_color=”#000000″ background_image=”https:\/\/amfinancialplanner.com\/wp-content\/uploads\/2019\/07\/alexis2.png” z_index=”0″ custom_margin=”0px||0px|||” custom_padding=”15%||15%|||” top_divider_style=”asymmetric2″ top_divider_color=”#ffffff” top_divider_height=”230px” top_divider_flip=”vertical” bottom_divider_style=”asymmetric2″ bottom_divider_color=”#ffffff” bottom_divider_height=”230px” bottom_divider_flip=”horizontal” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ custom_padding=”103px||23px|||” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_team_member name=”Alexis Medina” position=”OWNER & CEO” linkedin_url=”https:\/\/www.linkedin.com\/in\/alexismedinatovar\/” _builder_version=”4.16″ header_font=”|||on|||||” header_text_color=”#2395ff” header_font_size=”34px” body_font=”||||||||” body_text_color=”#ffffff” position_font=”|700|||||||” position_text_color=”#ffffff” position_font_size=”19px” global_colors_info=”{}”]<\/p>\n

    Alexis Medina Tovar <\/span>is the Founder and President of AM FINANCIAL PLANNER. For more than 8 years, Alexis has been helping clients and investors pursue their financial goals and objectives. He has extensive experience in retirement issues, asset allocation, investment selection, education planning, estate planning coordination and asset protection strategies.<\/span><\/p>\n

    Mr. Medina earned his BA in International Business at Universidad Santa Maria in Venezuela.<\/span><\/p>\n

    In Miami, he obtained The Formal Credit Training program from Mercantil Bank.<\/span><\/p>\n

    Professional Associations:<\/span><\/p>\n

      \n
    • Knights of Columbus Miami Council<\/span><\/li>\n
    • NAIFA, Florida Association of Insurance and Financial Advisors<\/span><\/li>\n
    • Steward member of Epiphany Catholic Church<\/span><\/li>\n<\/ul>\n

      Alexis is fluent in both English and Spanish. He enjoys spending time with her family, volunteering in the community, listening to music, and traveling.<\/span><\/p>\n

      [\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ module_id=”4″ _builder_version=”4.16″ background_color=”#ffffff” custom_margin=”-3px|||||” custom_padding=”28px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text disabled_on=”on|off|off” _builder_version=”4.16″ text_font=”|||on|||||” text_text_color=”#2395ff” text_font_size=”60px” text_line_height=”1.8em” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

      Your goals<\/strong><\/p>\n

      [\/et_pb_text][et_pb_text disabled_on=”off|on|on” _builder_version=”4.16″ text_font=”|||on|||||” text_text_color=”#2395ff” text_font_size=”45px” text_line_height=”1.2em” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

      Your goals<\/strong><\/p>\n

      [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ module_id=”5″ _builder_version=”4.21.0″ background_color=”#ffffff” custom_margin=”-27px|||||” custom_padding=”28px||0px|||” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ custom_padding=”1px|||||” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/amfinancialplanner.com\/wp-content\/uploads\/2019\/06\/bigstock-Grandparents-Posing-With-Grand-4132232-e1559866187247.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_text_color=”#777777″ text_font_size=”30px” text_line_height=”1.8em” custom_margin=”||8px|||” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

      Personal<\/span><\/strong><\/p>\n

      [\/et_pb_text][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_font_size=”16px” text_line_height=”1.8em” global_colors_info=”{}”]<\/p>\n

        \n
      • \n

        Retirement<\/span><\/p>\n<\/li>\n

      • \n

        Financial Security<\/p>\n<\/li>\n

      • \n

        Saving for Education<\/p>\n<\/li>\n

      • \n

        Life Insurance Protection<\/p>\n<\/li>\n

      • \n

        Saving and investing<\/p>\n<\/li>\n

      • Women’s Financial Goals\u00a0<\/li>\n<\/ul>\n

        <\/span><\/p>\n

        [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|off|off” module_id=”6″ _builder_version=”4.16″ background_color=”#ffffff” custom_margin=”-3px|||||” custom_padding=”28px||0px|||” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ custom_padding=”0px||102px|||” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/amfinancialplanner.com\/wp-content\/uploads\/2019\/07\/best-age-married.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_text_color=”#777777″ text_font_size=”30px” text_line_height=”1.8em” custom_margin=”||8px|||” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

        Life’s Events<\/span><\/strong><\/p>\n

        [\/et_pb_text][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_font_size=”16px” text_line_height=”1.8em” custom_padding=”0px|||||” global_colors_info=”{}”]<\/p>\n

          \n
        • Getting Married<\/span><\/li>\n
        • \n

          A New Home<\/p>\n<\/li>\n

        • \n

          A New Job<\/p>\n<\/li>\n

        • \n

          Becoming a Parent<\/span><\/p>\n<\/li>\n

        • \n

          Starting a Business<\/span><\/p>\n<\/li>\n

        • \n

          Disability\/Serious Illness<\/span><\/span><\/p>\n<\/li>\n

        • \n

          Death of a Spouse<\/span><\/span><\/p>\n<\/li>\n

        • \n

          Caring for aging parents<\/span><\/span><\/p>\n<\/li>\n<\/ul>\n

          [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”off|on|on” module_id=”6″ _builder_version=”4.21.0″ background_color=”#ffffff” custom_margin=”-3px|||||” custom_padding=”28px||0px|||” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ custom_padding=”0px||9px|||” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/amfinancialplanner.com\/wp-content\/uploads\/2019\/07\/best-age-married.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_text_color=”#777777″ text_font_size=”30px” text_line_height=”1.8em” custom_margin=”||8px|||” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

          Life’s Events<\/span><\/strong><\/p>\n

          [\/et_pb_text][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_font_size=”16px” text_line_height=”1.8em” custom_padding=”0px|||||” global_colors_info=”{}”]<\/p>\n

            \n
          • Getting Married<\/span><\/li>\n
          • \n

            A New Home<\/p>\n<\/li>\n

          • \n

            A New Job<\/p>\n<\/li>\n

          • \n

            Becoming a Parent<\/span><\/p>\n<\/li>\n

          • \n

            Starting a Business<\/span><\/p>\n<\/li>\n

          • \n

            Disability\/Serious Illness<\/span><\/span><\/p>\n<\/li>\n

          • \n

            Death of a Spouse<\/span><\/span><\/p>\n<\/li>\n

          • \n

            Caring for aging parents<\/span><\/span><\/p>\n<\/li>\n<\/ul>\n

            [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|off|off” _builder_version=”4.16″ custom_padding=”||17px|||” bottom_divider_style=”asymmetric2″ bottom_divider_color=”#2395ff” bottom_divider_height=”230px” bottom_divider_flip=”vertical” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ custom_margin=”|auto|11px|auto||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ next_background_color=”#2395ff” disabled_on=”off|on|on” _builder_version=”4.16″ custom_padding=”||17px|||” bottom_divider_style=”asymmetric2″ bottom_divider_height=”100px” bottom_divider_flip=”vertical” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ custom_margin=”|auto|11px|auto||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ module_id=”8″ _builder_version=”4.16″ background_color=”#2395ff” custom_padding=”||22px|||” top_divider_color=”#2395ff” bottom_divider_color=”#2395ff” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text disabled_on=”on|off|off” _builder_version=”4.16″ text_font=”|||on|||||” text_text_color=”#2395ff” text_font_size=”60px” text_line_height=”1.8em” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

            Products & services<\/strong><\/span><\/p>\n

            [\/et_pb_text][et_pb_text disabled_on=”off|on|on” _builder_version=”4.16″ text_font=”|||on|||||” text_text_color=”#2395ff” text_font_size=”45px” text_line_height=”1.2em” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

            Products & services<\/strong><\/span><\/p>\n

            [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/amfinancialplanner.com\/wp-content\/uploads\/2019\/06\/familia-latina.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_text_color=”#ffffff” text_font_size=”16px” text_line_height=”1.8em” global_colors_info=”{}”]<\/p>\n

            For You & Your Family<\/strong><\/span><\/p>\n

              \n
            • \n

              Life Insurance Products<\/p>\n<\/li>\n

            • Term Life Insurance<\/li>\n
            • Whole Life Insurance<\/li>\n
            • Index Universal Life Insurance<\/li>\n
            • Survivorship Life Insurance<\/li>\n
            • Health Insurance; Domestic and International<\/li>\n
            • Travel Insurance<\/li>\n<\/ul>\n

              \n

              [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ module_id=”81″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/amfinancialplanner.com\/wp-content\/uploads\/2019\/07\/video_cashtax.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_text_color=”#ffffff” text_font_size=”16px” text_line_height=”1.8em” global_colors_info=”{}”]<\/p>\n

              Tax Saving Strategies<\/strong><\/span><\/p>\n

              <\/span><\/p>\n

                \n
              • \n

                Fixed Insurance SEP IRA<\/p>\n<\/li>\n

              • Fixed Insurance IRA<\/li>\n
              • Fixed Insurance Defined Benefit Contribution<\/li>\n
              • Fixed Insurance Cash Balance<\/span><\/li>\n
              • Fixed Insurance 401(k)<\/li>\n
              • Fixed Insurance Profit Sharing Plan<\/li>\n<\/ul>\n

                [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ prev_background_color=”#2395ff” disabled_on=”on|off|off” module_id=”9″ _builder_version=”4.16″ top_divider_style=”asymmetric2″ top_divider_height=”230px” top_divider_flip=”horizontal” bottom_divider_height=”230px” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”off|on|on” module_id=”9″ _builder_version=”4.16″ top_divider_style=”asymmetric2″ top_divider_color=”#2395ff” top_divider_height=”100px” top_divider_flip=”horizontal” bottom_divider_height=”230px” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|off|off” _builder_version=”4.16″ custom_padding=”104px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ custom_margin=”-37px|auto||auto||” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text disabled_on=”on|off|off” _builder_version=”4.16″ text_font=”|||on|||||” text_text_color=”#2395ff” text_font_size=”60px” text_line_height=”1.8em” min_height=”84px” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

                for employers<\/strong><\/p>\n

                [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/amfinancialplanner.com\/wp-content\/uploads\/2019\/05\/Miami_1.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ min_height=”221px” custom_margin=”-6px|auto||auto||” custom_padding=”25px||0px|||” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_font_size=”16px” text_line_height=”1.8em” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

                  \n
                • \n

                  Benefit plans<\/p>\n<\/li>\n

                • Health Insurance<\/li>\n
                • Travel Insurance<\/li>\n
                • Dental<\/li>\n
                • Vision<\/li>\n
                • Life<\/li>\n<\/ul>\n

                  [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_font_size=”16px” text_line_height=”1.8em” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

                    \n
                  • Short-Term Disability<\/span><\/li>\n
                  • Long-Term Disability<\/li>\n
                  • Fixed Insurance Retirement plans<\/li>\n
                  • Fixed Insurance 401(k) plans<\/li>\n
                  • Fixed Insurance 403(b)plans<\/li>\n
                  • Fixed Insurance 457(b) plans<\/li>\n<\/ul>\n

                    [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”off|on|on” _builder_version=”4.16″ custom_padding=”31px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ custom_margin=”-37px|auto||auto||” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ text_font=”|||on|||||” text_text_color=”#2395ff” text_font_size=”45px” text_line_height=”1.2em” min_height=”84px” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

                    for employers<\/strong><\/p>\n

                    [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/amfinancialplanner.com\/wp-content\/uploads\/2019\/05\/Miami_1.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ min_height=”221px” custom_margin=”-6px|auto||auto||” custom_padding=”25px||0px|||” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_font_size=”16px” text_line_height=”1.8em” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

                      \n
                    • \n

                      Benefit plans<\/p>\n<\/li>\n

                    • Health Insurance<\/li>\n
                    • Travel Insurance<\/li>\n
                    • Dental<\/li>\n
                    • Vision<\/li>\n
                    • Life<\/li>\n
                    • Short-Term Disability<\/span><\/li>\n
                    • Long-Term Disability<\/li>\n
                    • Fixed Insurance Retirement plans<\/li>\n
                    • Fixed Insurance 401(k) plans<\/li>\n
                    • Fixed Insurance 403(b)plans<\/li>\n
                    • Fixed Insurance 457(b) plans<\/li>\n<\/ul>\n

                      [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|off|off” module_id=”92″ _builder_version=”4.16″ background_color=”#000000″ background_image=”https:\/\/amfinancialplanner.com\/wp-content\/uploads\/2021\/01\/e5287441-2cbc-42b4-bab3-ff31544100bf.jpg” z_index=”0″ custom_margin=”0px||0px|||” custom_padding=”15%||15%|||” top_divider_style=”asymmetric2″ top_divider_color=”#ffffff” top_divider_height=”230px” top_divider_flip=”vertical” bottom_divider_style=”asymmetric2″ bottom_divider_color=”#ffffff” bottom_divider_height=”230px” bottom_divider_flip=”horizontal” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ custom_padding=”103px||23px|||” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_team_member name=”Carlos A. Rodr\u00edguez” position=”Accountants Services” _builder_version=”4.16″ header_font=”|||on|||||” header_text_color=”#2395ff” header_font_size=”34px” body_font=”||||||||” body_text_color=”#ffffff” position_font=”|700|||||||” position_text_color=”#ffffff” position_font_size=”19px” global_colors_info=”{}”]<\/p>\n

                      For more than 25 years of experience in the accounting and taxes areas I decided open my own company in order to attend to clients with the necessity of keeping their business and taxes in control.<\/p>\n

                      Now we decided do a partnership with AM FINANCIAL PLANNER to increase its services to all the clients that require this kind of services. I got a Bachelor in<\/p>\n

                      Accounting at Universidad Santa Maria in Venezuela and studied several courses of Taxes in Miami including Miami-Dade College<\/p>\n

                      [\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_text_color=”#ffffff” header_text_color=”#ffffff” header_2_text_color=”#ffffff” global_colors_info=”{}”]<\/p>\n

                      Accounts<\/b><\/span><\/h2>\n
                        \n
                      • \n

                        Financial Process Automation
                        including Quickbook Services<\/span><\/p>\n<\/li>\n

                      • Accounts Payables<\/span><\/li>\n
                      • Accounts Receivables and Billing<\/span><\/li>\n
                      • Managed Payroll<\/span><\/li>\n
                      • Full Services Accounting<\/span><\/li>\n<\/ul>\n

                        \n

                        [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_text_color=”#ffffff” header_text_color=”#ffffff” header_2_text_color=”#ffffff” global_colors_info=”{}”]<\/p>\n

                        Corporations
                        <\/b><\/span><\/h2>\n
                          \n
                        • \n

                          C Corporations<\/span><\/p>\n<\/li>\n

                        • S Corporations<\/span><\/li>\n
                        • LLC<\/span><\/li>\n
                        • Partnership<\/span><\/li>\n<\/ul>\n

                          \u00a0<\/b><\/span><\/h2>\n

                          \n

                          [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_text_color=”#ffffff” header_text_color=”#ffffff” header_2_text_color=”#ffffff” global_colors_info=”{}”]<\/p>\n

                          Taxes<\/b><\/h2>\n
                            \n
                          • \n

                            Tax Planing<\/span><\/p>\n<\/li>\n

                          • Pax Preparation<\/span><\/li>\n
                          • IRS e-provider<\/span><\/li>\n<\/ul>\n

                            \n

                            [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”off|on|on” module_id=”92″ _builder_version=”4.16″ background_color=”#000000″ background_enable_image=”off” z_index=”0″ custom_margin=”0px||0px|||” custom_padding=”15%||15%|||” top_divider_style=”asymmetric2″ top_divider_color=”#ffffff” top_divider_height=”230px” top_divider_flip=”vertical” bottom_divider_style=”asymmetric2″ bottom_divider_color=”#ffffff” bottom_divider_height=”230px” bottom_divider_flip=”horizontal” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ custom_padding=”103px||23px|||” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_team_member name=”Carlos A. Rodr\u00edguez” position=”Accountants Services” _builder_version=”4.16″ header_font=”|||on|||||” header_text_color=”#2395ff” header_font_size=”34px” body_font=”||||||||” body_text_color=”#ffffff” position_font=”|700|||||||” position_text_color=”#ffffff” position_font_size=”19px” global_colors_info=”{}”]<\/p>\n

                            For more than 25 years of experience in the accounting and taxes areas I decided open my own company in order to attend to clients with the necessity of keeping their business and taxes in control.<\/p>\n

                            Now we decided do a partnership with AM FINANCIAL PLANNER to increase its services to all the clients that require this kind of services. I got a Bachelor in<\/p>\n

                            Accounting at Universidad Santa Maria in Venezuela and studied several courses of Taxes in Miami including Miami-Dade College<\/p>\n

                            [\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_text_color=”#ffffff” header_text_color=”#ffffff” header_2_text_color=”#ffffff” global_colors_info=”{}”]<\/p>\n

                            Accounts<\/b><\/span><\/h2>\n