Real Florida broker. Real living-benefits strategies.
Go Wise Wallet LLC is an independent insurance brokerage helping Florida families and business owners build financial protection that works while they're alive — not just after they're gone. Licensed in Florida. 14+ A+ rated carriers. No captive bias.
Kleber Soares — licensed Florida insurance broker.
A licensed independent insurance broker in West Palm Beach with an unusual background: years as a licensed psychotherapist before moving into financial protection. That dual perspective shapes every conversation.
Verifiable credentials. Transparent operations.
No anonymous brand. No third-party shell. Just a registered Florida LLC operated by a licensed broker — accountable, traceable, and serving real Florida families.
State of Florida
Single-Member Entity
via Symmetry Financial Group
No Captive Bias
Financial protection that works while you're alive.
We help Florida families and business owners with four core strategies — all centered on protection, not products.
Living Benefits Insurance
Policies that pay out during your lifetime if illness, injury, or disability strikes — not just after death.
Income Protection
Strategies that protect your family's income if you can't work due to a health event or unexpected disability.
Retirement Planning
Tax-advantaged retirement strategies including indexed universal life and fixed index annuities.
Family & Business Protection
Mortgage protection, key-person insurance, and succession planning for Florida families and small business owners.
See your family's financial picture — in two minutes.
Most Florida families don't know where they actually stand financially. This free interactive tool walks you through six simple questions and shows you exactly what's missing.
- Six questions about your real numbers
- Personalized financial gap analysis
- No forms until the end
- Free and no obligation
Built by Kleber Soares — a licensed Florida insurance broker — to help families understand their real protection picture before anyone tries to sell them anything.
Your real numbers.
Honest answers.
Get educational content from a licensed Florida broker.
Sign up to receive occasional financial education updates from Go Wise Wallet. No spam. Unsubscribe anytime.
Transparent communication. Always opt-in.
We respect your inbox and your phone. Here's exactly how we communicate with subscribers and clients.
We send occasional educational emails to subscribers who opt in. Unsubscribe link in every email. Sent from hello@gowisewallet.com.
SMS / Text
Only sent to numbers that opt in via our website forms. Two consent types: transactional (appointment reminders, educational content) and marketing (separate opt-in). Reply STOP to opt out. Reply HELP for assistance. Message frequency: 2–10 per month. Message and data rates may apply.
Phone & Email Contact
Reach us directly at hello@gowisewallet.com or (561) 220-7614 during business hours. We respond within one business day. No automated calls.
Ready for a real conversation about your family's protection?
30-minute free strategy call. No pressure. No obligation. Just clarity.
Go Wise Wallet, at your service.
Lake Worth Beach, FL 33460
Email: hello@gowisewallet.com
Phone: (561) 220-7614
Website: gowisewallet.com
Service Area: West Palm Beach, Lake Worth Beach, and all of Florida
© 2026 Go Wise Wallet LLC · Licensed Independent Insurance Broker · All rights reserved.