We endeavor to add value to our clients lives by connecting their unique purpose to financial decisions, bringing clarity on how to strategically accomplish their goals, and providing stewardship as life continues to change.

At CarePlus we offer not just affordable care, but also a plan that works with our network of physicians to help keep our members happy and healthy.

Tracey Bourdon is an Edward Jones Financial Advisor in Winter Haven. She helps clients to live the retirement that they worked so hard to achieve. Having a partner to help you stay on track so that your money works for you, is what we do. To learn why consolidating your retirement accounts to Edward Jones makes sense, contact our office today.

Available Services:

Health Insurance Sales and Service
Care Consulting
Heath Education
Social Work
Nutrition Advice
Wellness Classes

I am a Certified Public Accountant and also a Certified Daily Money Manager helping people with managing their daily money tasks on an individual or small business basis. This includes paying all bills, making deposits, filing taxes and keeping up with all forms and correspondence. I also act as a fiduciary or power of attorney as needed. I have all required insurance and also have a background check updated yearly as a current member of American Association of Daily Money Managers.

We work for our clients not for an insurance company to ensure every eligible Medicare beneficiary has the opportunity to get the most from their health coverage!