Harold Batista ,Bhsa ,Ccfc Email & Phone Number

Mr. Batista has had over thirty years of experience in the Health Care Industry. In 1987 he earned a bachelor’s degree in health care administration from Florida International University. He has worked in several of the major hospitals in Dade and Broward Counties of South Florida. In 1993 he went to work for the Principal Financial Group as an Insurance Agent until 1996, when he went on to become an independent broker. In 1997, he is a Team Base Model Consulting Specialist – Working with CPA’s firms, Trust Lawyer’s, and other national specialist as a team to help clients in a more proactive and holistic way working as a team, accomplishing to increase the client’s wealth preservation. 𝐖𝐇𝐀𝐓 𝐈 𝐃𝐎: I help Business Owners, Families, Professionals and their Advisers to accumulate, distribute wealth along with my accountants and attorneys teams to simultaneously mitigate tax liabilities by using safe money strategies that, if set up correctly, can be accessed prior to and in retirement, while allowing you to maintain full access and control of your money. 𝐖𝐇𝐎 𝐈 𝐖𝐎𝐑𝐊 𝐖𝐈𝐓𝐇: Attorneys, Business Owners, CPAs, High Income Earners, Families and Professionals both Domestic and International. 𝐇𝐎𝐖 𝐈𝐓 𝐖𝐎𝐑𝐊𝐒: When you work with Me you get a reliable experienced Wealth Consultant professional, that has knowledge and experience to provide you with the best Safe Money Strategies that will give you peace of mind, tax deferred growth and tax-free lifetime retirement income.𝐖𝐇𝐀𝐓 𝐌𝐀𝐊𝐄𝐒 𝐌𝐄 𝐃𝐈𝐅𝐅𝐄𝐑𝐄𝐍𝐓: I have partnered with the top firms in each category, and I have helped hundreds of business owners and professionals invest, protect and retire with peace of mind. My services are not tied to any specific company. I am a value-added resource for you and will help you in any way I can to provide what you need in the moment that is needed.𝐇𝐎𝐖 𝐓𝐎 𝐒𝐓𝐀𝐑𝐓: We start with a free evaluation, via phone / zoom to discuss your needs, determine the areas that we might be of assistance and then schedule a brief visit or Teleconference to verify that the needs uncovered in our prior conversation will be satisfied by the strategies being proposed.𝐑𝐄𝐀𝐃𝐘 𝐓𝐎 𝐓𝐀𝐋𝐊? Reach out to me directly here on LinkedIn, or email me at hbatista@insuranceanswerz.com or call me direct at (954) 325-7611𝐒𝐏𝐄𝐂𝐈𝐀𝐋𝐓𝐈𝐄S: Next-Gen Savings Strategies, Elite Team Based CPA model professional, Foreign Nationals Insurance based solutions, Social Security Maximization, Trusts, and Tax Mitigation including IRMAA & Medicare Means Testing.

Listed skills include A/R Collections, Team Building, Federal Procurement, Coaching, and 7 others.