Tax preparation, life insurance, health coverage, and Medicare planning — all under one roof. Over a decade of experience helping families build and protect wealth.
One team. One plan. Every piece of your financial puzzle — handled with care and expertise.
Individual and business tax filing with 10+ years of expertise using TaxSlayer CloudTax Office. We find every deduction you're entitled to — guaranteed accuracy.
Tax Expert Learn More →IUL, whole life, term, and infinite banking strategies through PHP Agency. We work with 40+ carriers to find your perfect fit — not a one-size-fits-all policy.
40+ Carriers Learn More →Under 65? We navigate the Marketplace and ACA plans to find the best coverage for your family at the right price. Open enrollment and special enrollment support.
Under 65 Coverage Learn More →Turning 65 or already enrolled? Expert Medicare navigation — Advantage, Supplement, and Part D plans so you get the coverage you deserve without overpaying.
65+ Coverage Learn More →This is more than a business — it's a mission to serve, lead, and create lasting financial impact in our communities.
Led by Bertram F. Simmons Jr. with over a decade of tax expertise, FPM Pro handles your entire financial picture so nothing falls through the cracks. From tax preparation to life insurance, health coverage to Medicare — we are your one-stop financial partner.
Our clients trust us with their financial future — and they keep coming back year after year.
"Bertram found deductions I never knew existed. He saved me over $3,000 on my taxes and set me up with life insurance that actually makes sense for my family."
"Navigating Medicare was overwhelming until I found FPM Pro. Bertram explained everything clearly and helped me pick the perfect plan. No pressure, just honest advice."
"Having one person handle my taxes, insurance, and retirement planning is a game-changer. Bertram treats you like family and always goes the extra mile."
Your initial consultation is completely free. We believe in earning your trust before you invest a dime. We will review your situation, discuss your goals, and recommend a plan — no strings attached.
We handle individual (W-2, 1099, self-employed), small business, partnership, and corporate tax returns. We use TaxSlayer CloudTax Office for accuracy and efficiency, and we file both federal and state returns.
Indexed Universal Life (IUL) insurance builds tax-free cash value tied to market indexes. Infinite banking uses your policy as your own personal bank — borrow against your cash value while it continues to grow. It is a powerful wealth-building strategy.
If you are under 65, we help you find Marketplace/ACA plans. If you are 65 or older (or qualifying due to disability), we navigate Medicare Advantage, Supplement, and Part D plans. We will find the right fit for your situation and budget.
Yes. We serve clients nationwide. Tax preparation, insurance consultations, and Medicare enrollment can all be handled remotely. We also offer service in English, Spanish, and Haitian Creole.
Through PHP Agency, we have access to 40+ A-rated insurance carriers. This means we shop across dozens of companies to find you the best coverage at the best price — we are not locked into one provider.
Book a free consultation with Bertram. No pressure, no obligation — just honest guidance about your taxes, insurance, and financial plan.