Boca Raton · Florida · Licensed Nationwide
Protecting Families.
Planning for the Future.
Here When It Matters.
Insurance, retirement, and tax planning built around your family — not a one-size-fits-all formula. We take the time to understand your life and find the right fit.
Medicare Guidance
Turning 65? We'll Help Your Family Make Sense of Medicare.
Medicare is the federal health insurance program for Americans 65 and older — and for many families, figuring out which parts you need, when to enroll, and what's actually covered is one of the most confusing decisions they'll ever face.
That's where we come in. We sit down with you, explain everything in plain English, and help you find a plan that works for your doctors, your prescriptions, and your budget. Our Medicare consultations are always free — we're paid by the carriers, never by you.
- No cost, no pressure — ever
- We are not tied to one carrier — let us compare plans from many different carriers for you
- Help enrolling on time to avoid lifetime penalties
- Ongoing support as your needs change
Original Medicare
Parts A and B are the foundation of Medicare — covering hospital stays, doctor visits, and outpatient care. Most people get Part A premium-free. Understanding what's covered (and what's not) is the first step to building the right plan for your family.
Medicare Advantage
Also called Part C, Medicare Advantage plans are offered by private insurers and bundle your hospital, medical, and often drug coverage into one plan. Many include extras like dental, vision, and hearing — benefits Original Medicare doesn't cover.
Medicare Supplement (Medigap)
Medigap plans work alongside Original Medicare to fill in the gaps — covering copays, coinsurance, and deductibles that would otherwise come out of your pocket. For families who want predictable costs and the freedom to see any Medicare-accepting doctor, Medigap is often the right fit.
Not sure which Medicare path is right for you?
We'll walk you through every option — no jargon, no obligation.
What We Offer
Coverage for Every Stage of Life
As an independent agency, we shop dozens of top carriers to find the right coverage at the right price — for your family, your business, and your future.
Personal Insurance
Coverage for your home, auto, life, and health — so your family is protected no matter what life brings.
Learn MoreBusiness Insurance
Straightforward protection for your business, your employees, and everything you've worked hard to build.
Learn MoreTax Mitigation
Legal strategies that help you keep more of what you earn — so your money goes further for your family.
Learn MoreRetirement & Annuities
Retirement plans and annuities that give you steady, reliable income when you're ready to stop working.
Learn MoreLife Insurance
Life insurance that takes care of the people who matter most — giving your family security and peace of mind.
Learn MoreHealth Insurance
Individual, family, and group health plans that keep your loved ones covered without the confusion.
Learn More
About Us
A Trusted Partner for Florida Families
Boca Raton · All of Florida · Additional Licensed States
At Fortunata Agency, we believe every family deserves a clear plan — one that protects the people they love, prepares for retirement, and makes the most of what they've earned.
As an independent agency, we're not tied to any one carrier. That means we work for you — comparing options, explaining your choices in plain language, and standing by your side long after the policy is signed.
Our StoryOur Insurance Products
Coverage Built Around You
Tax Mitigation Strategies
Keep More of What You Earn
Many families pay more in taxes than they need to — simply because no one has shown them a better way. Our advisors use legal, IRS-compliant strategies to reduce your tax bill and put more money back in your pocket.
We stay on top of changing tax laws so you don't have to — and we work alongside your CPA to make sure everything fits together.
Explore Tax StrategiesLet's Find the Right Plan for Your Family
No pressure, no jargon — just a friendly conversation about where you are and where you want to be. We'll take it from there.