Professional Services

The Law Offices of Katz & Green, provides personal injury legal services to individual and business clients in Palm Coast & all of Flagler County, Florida – as well as other surrounding areas.

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We specialize in the following Personal Practice:

• Personal Injury
• Motor Vehicle Accidents
• Fall Down / Premises Liability
• Wrongful Death

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• Financial Advisers
• 401K
• Estate Planning
• Wealth Management
• Tax and Accounting
• Business Perpetuation Planning
  

• Your Trusted Realtor Partner: Navigating your real estate journey with expertise and care.

• Expertise in Buying: Finding your perfect home or investment with precision and passion.

• Strategic Selling Solutions: Maximizing value and results in selling your property.

• Title Searches
• Escrow Services
• Residential & Commercial Closings
• Refinancing Services
• Builder Construction Projects
• Concierge
• For Sale By Owner Closings

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Personal Insurance

• Auto Insurance
• Home Insurance
• Property Insurance
• Boat Insurance
• Life Insurance
• Long Term Care Insurance
• Disability Insurance
• Renters Insurance
• Health insurances

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Business Insurance

• Business Owners Insurance
• Commercial Vehicle Insurance
• Coverage For Contractors Insurance
• Workers Compensation
• Professional Liability Insurance
• Cyber Liability Insurance
• Home Based Business Insurance
• Employee Benefits

• Title Insurance
• Title Search and Exam
• Title Clearance of Liens, Mortgages, Violations, etc.
• Payoff Retrieval
• Real Estate Closings
• Escrow Transactions
• Document Preparation- Deeds, Satisfactions, Affidavits, etc.
• Document Recordings

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• Title Searches
• Escrow Services
• Residential & Commercial Closings
• Refinancing Services
• Builder Construction Projects
• Concierge
• For Sale By Owner Closings

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• Real Estate Closings
• Real Estate Escrow Services
• Construction Draw Disbursements
• 1031 Exchange Transactions
• Owners and Encumbrance Reports

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Health Insurance

• Marketplace Plans
• Private Market Plans
• Dental 
• Vision
• Critical Illness
• Accident
• Hospital Protection

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Life Insurance

• Term Life
• Whole Life
• Universal Life
• Final Expense

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Medicare

• Advantage Plans
• Medicare Supplements
• Prescription Drug Plans

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Group Insurance

• Group Health Insurance
• Employee Benefits

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Full-Service Community Association Management‍

_{Dedicated Community Association Manager (CAM) for your HOA, condo, or master association—overseeing daily operations, vendors, and meetings as your board’s main contact, supported by a Community Assistant, General Manager, and Regional Manager.}

Financial Management & Accounting‍

_{In-house financial services: budgeting and variance analysis, billing and collections, AP/AR, monthly statements, reserve oversight, reconciliations, audit coordination, and tax support managed by a dedicated Client Accountant working with your CAM.}

Board Portal & Technology Access‍

_{24/7 board and homeowner access via Vantaca, the leading community management platform. Boards view financials, work orders, ARC requests, documents, and compliance; homeowners manage assessments, submit requests, and receive updates through a dedicated portal.}

Invoice Management & Financial Controls‍

_{Strongroom provides full visibility into all payables, requiring a board officer co-signature and creating a complete audit trail—eliminating surprise expenditures.}

Governance & Compliance Support‍

_{Board meeting prep, agendas, and draft minutes within 7 days; statute monitoring with annual legal updates; new board orientation, Robert’s Rules guidance, financial workshops, and DBPR-approved certification seminars.}

Covenant Enforcement & Violations‍

_{Consistent, documented inspections per your documents and Florida law, with all violations tracked in Vantaca for full audit visibility.}

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Architectural Review (ARC)‍

_{A dedicated ARC Coordinator manages applications, reviews, meetings, decisions, deposits, and builder compliance.}

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Maintenance & Vendor Management‍

_{Vendor credentialing (W-9s, insurance), competitive bidding, contract tracking, and work order management in Vantaca. Capital project RFPs, bid comparisons, and board reporting, plus in-house Maintenance Technicians for on-site support.}

Transition & Onboarding‍

_{Board-guided transition covering data and document transfer, Vantaca setup, financial accounts, vendor review, and board training—operational within 60–90 days, with immediate interim support.}

24/7 Emergency Response‍

_{Round-the-clock emergency answering service with direct escalation to MAY staff and community-specific response plans for fast, coordinated action.}

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• Investment management
• Life insurance
• Disability income insurance
• Long-term care strategy
• Tax Efficiency Planning
• Retirement Planning
• Estate Planning

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_{©2026 Thrivent. All rights reserved.}

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_{Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.}

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_{Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member, FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures.}

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_{Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.}

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_{Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.8995334.1}

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• Senior Real Estate Expertise
• Represent Sellers and Buyers
• Downsizing Consultation
• Certified Luxury Marketing Specialist
• Home Alternative suggestions for seniors
• Senior Housing options and active Adult Communities to Assisted Living

• Medicare Planning
• Individual Health Insurance
• Plans for Veterans
• ACA Health Insurance
• Short Term Medical
• Indemnity Plans
• Long Term Medical
• Dental
• Vision
• Accident Plans
• Critical Illness/Cancer
• TeleMedicine
• Travel Medical
• Life Insurance
  

• Life Coaching for Older Adults
• Join the Un-Retired Community
• Improv Events for Seniors
• Patient and Caregiver Support
• Health Business Mentor
• Free Consultations by Phone

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• Guidance after a loss
• Cremation services
• Traditional funeral services
• Assistance for those needing to return home to their final resting place
• Urns
• Pre-Planning services
• Personalized memorial blankets and keepsakes