Tax Intake Survey | Vantage Integrity Partners – West Palm Beach, FL
Independent insurance agency · West Palm Beach, FL · Serving Florida, Georgia & South Carolina
Tax Intake Survey

New or returning client intake

Fill out the form below to begin. Your answers go directly to our office.

Need help with the form? Call 888-945-6999.

Nadege Booz, licensed insurance agent, standing in an office lobby
Nadege BoozLicensed agent & founder
Medicare · ACA Marketplace · Life · Home · Auto · Tax Preparation · Notary Service

Insurance and tax help, explained in plain language.

Vantage Integrity Partners is an independent agency serving Medicare-eligible individuals, near-retirees and veterans across Florida, Georgia and South Carolina. Nadege Booz compares your options, explains what each one actually covers, and helps you enroll — with no pressure and no jargon.

Licensed since 2002Health, life, property & casualty
West Palm Beach, FL4657 Southern Blvd
FL · GA · SCService area
Our approach
Financial services shouldn't be complicated. We bring property, casualty, life and health coverage together through one integrated solution — because your finances should be clear, not complex.
Office
4657 Southern Blvd
West Palm Beach, FL 33415
Serving
Florida, Georgia, South Carolina
Services

What we help with

Most clients come to us for Medicare or Marketplace coverage. Because we also handle life, home, auto and tax preparation, we can look at the whole picture instead of one policy at a time.

01

Medicare

Guidance for people turning 65, already on Medicare, or coordinating Medicare with VA benefits. We compare Advantage, Supplement and Part D plans available in your county and explain the trade-offs.

  • Medicare Advantage (Part C)
  • Medicare Supplement / Medigap
  • Part D prescription plans
  • Annual plan reviews
Ask about Medicare
02

Obamacare / ACA Marketplace

Health coverage for people under 65, including early retirees and the self-employed. We check whether your household qualifies for a premium subsidy before we compare plans.

Check subsidy eligibility
03

Life insurance

Term, whole and final-expense policies, sized to what your family would actually need and what your budget can carry.

Request a life quote
04

Home & auto

Homeowners, condo, renters and auto coverage. We review deductibles, liability limits and the gaps — such as wind or flood — that matter most in this part of the country.

Compare home & auto
05

Tax preparation

Personal tax preparation handled remotely. Upload your documents through our secure tax platform and we prepare and file your return.

Open the tax platform ↗
06

Notary services

Notarization for personal and business documents, by appointment at our West Palm Beach office.

Book an appointment
How it works

A simple, three-step process

There is no charge for our guidance. Insurance carriers pay agents a commission, and the price of a plan is the same whether you enroll through us or on your own.

1

Tell us about your situation

Send the form below or call. We'll ask about your current coverage, your household, and what you're trying to solve.

2

We compare your options

Nadege reviews the plans available where you live, checks whether you qualify for any subsidies, and walks you through the differences.

3

Enroll, then stay in touch

We complete the enrollment with you and remain your point of contact for questions, changes and annual reviews.

Savings check

Could you be paying less for health coverage?

Many households qualify for an ACA premium subsidy or a $0-premium Medicare Advantage plan without knowing it. Answer three questions to see which programs may apply to you.

This is general guidance only, not a determination of eligibility. Nadege confirms your actual options based on your county, household size and income.

How old are you?

Which state do you live in?

Roughly what is your household income?

Portrait of Nadege Booz
About

Nadege Booz

Nadege has been a licensed insurance agent since 2002 and founded Vantage Integrity Partners in 2026 to bring health, life, property and casualty coverage — along with tax preparation — under one roof.

She works mainly with Medicare-eligible individuals, people approaching retirement, and veterans. Her focus is personalized guidance and a straightforward process: you'll speak with her directly, get a clear explanation of each option, and never be pushed toward a plan you don't understand.

Licensed since
2002
Lines of coverage
Health, life, property & casualty
Additional services
Tax preparation, notary
Based in
West Palm Beach, Florida
Questions

Common questions

No. Carriers pay agents a commission, and plan prices are set by the carrier — you pay the same premium whether you enroll through us or directly.

Your Initial Enrollment Period runs from three months before the month you turn 65 to three months after. Medicare's Annual Enrollment Period is October 15 – December 7. Certain life events, such as moving or losing employer coverage, open a Special Enrollment Period.

A premium tax credit that lowers your monthly Marketplace premium. Eligibility is based on household size and income. We check this first, before comparing plans.

VA benefits and Medicare can work alongside each other, and many veterans add a Medicare plan for care outside the VA system. We'll explain how the two coordinate for your situation.

You upload your documents through our secure tax platform (linked in the Services section). We prepare the return, review it with you, and file it.

Not for insurance or tax work — most of it is handled by phone and online. Notary appointments take place at the West Palm Beach office.

Contact

Request a quote or book a call

Send the form and Nadege will follow up personally. If you'd rather talk now, call the office.

Office
4657 Southern Blvd, West Palm Beach, FL 33415
Service area
Florida, Georgia, South Carolina

Get in touch

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Nadege will reach out at your preferred time. If it's urgent, call 888-945-6999.

Vantage Integrity Partners4657 Southern Blvd, West Palm Beach, FL 33415 Get directions ↗Open in Google Maps ↗
Vantage Integrity Partners

Independent insurance agency and tax preparation service based in West Palm Beach, Florida, serving Florida, Georgia and South Carolina.

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