30 minutes with Kleber Soares — licensed independent insurance broker and living benefits specialist serving West Palm Beach, Lake Worth Beach, and all of Palm Beach County. No sales pressure. No obligation. Just a real conversation about your family's financial future and what's actually possible.
Schedule My CallTell us about your life, your goals, and your biggest financial concerns as a Florida family or business owner. No script. No checklist. Just a conversation.
Where you are vs. where you need to be — clearly and honestly. No jargon. No fear-selling. Just the numbers and what they mean for you.
Living benefits, tax-advantaged retirement strategies, income protection. You decide if and when to move forward. Walk away with clarity even if you never work with us.
Two ways to start. Fill out the form for a personal callback, or pick a time directly on the calendar.
Kleber will reach out within one business day.
Pick any open slot below — no form required.
Kleber is a former licensed psychotherapist. He understands the emotional side of financial decisions — not just the numbers. That's a rare combination in the Florida insurance market.
As a licensed independent broker, Kleber shops 14+ A+ rated carriers to find the right living benefits strategy for your specific situation — no single-company bias.
Most brokers sell coverage. Kleber builds protection. Living benefits insurance pays out while you're still alive — if illness, injury, or disability strikes your Florida family or business.
Independent insurance broker licensed by the Florida Department of Financial Services. Verifiable through the FL DFS Licensee Search.
Years of clinical practice before moving to Florida insurance. The same skills that build trust in therapy build trust in financial planning.
No captive carrier. No quotas. Affiliated with Symmetry Financial Group, with access to 14+ A+ rated carriers nationwide.
Read the free Wise Money Moves ebook or our blog on wealth strategies before you ever pick up the phone.