M and L Insurance Solutions, LLC

$50/hour

Estimated price

Select a service

Zip code

Industry

Business stage

Business plan

It’s free, with no obligation to book

Thumbtack Guarantee

If you hire this pro, you’re covered by a money-back guarantee. Learn more

Introduction

We are a faith based company with over 20 years of experience. We are here to assist you with the Trust documents your family will need when the "inevitable" occurs. Our products will assist with a Legal Trust, including a medical directive, Power of Attorney, and the ability to change the documents at any time. Let us assist you with the process and make it simple and convenient to your doctors and loved ones. Additionally, we do: *Special Needs Trust *Medicaid Asset Protection Trust *Advanced Health Care Directives *Power of Attorneys - Medical and Financial *Wills (special note Wills may not cover your assets from Probate.)

Overview

Serves Maitland, FL

Background checked

4 employees

3 years in business

Business hours

SunClosedMon9:00 am - 6:00 pm

Payment methods

This pro accepts payments via Credit card.

Projects and media

2 photos

Projects and media

2 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

5.0

1 review

5

100%

4

0%

3

0%

2

0%

1

0%

Faith Y.

Apr 22, 2023

Tracy was amazing - he called me back When he said he would And saved me 3500.00 on insurance. I loved that he did the full review and I got to start investing

Credentials

Background Check

Tracy Milner

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
We do not have any fees for our services, which means we aren't trying to upsell. We are here to be trusted partner.
What is your typical process for working with a new customer?
We will talk about you and your family's short term and long term goals. We will speak about your needs today and tomorrow.
What education and/or training do you have that relates to your work?
Our company has a diverse mix of education and training. We have personal that is securities licensed, we have attorneys on staff for our trusts, and we have insurance licensed personal who can assist with all of your questions.