Building Wealth, Protecting Futures
Empowering families, professionals, and small businesses with trusted tax, insurance, real estate, and consulting solutions rooted in care, community, and integrity.
Empowering People. Strengthening Businesses. Building Futures.
We believe true success starts with understanding. That’s why Family Touch Financials combines expertise with empathy offering personalized support in tax, insurance, real estate, and consulting services to help you build a secure and prosperous future.
Our mission is simple: to empower families and small businesses to grow, protect, and thrive with confidence.
know us better
Built on Care, Driven by Purpose, Committed to Your Growth
Founded by Adina Jones, a Nurse Executive, Tax Professional, and Life & Health Insurance Agent, Family Touch Financials combines expertise and empathy to help clients make confident financial and lifestyle decisions. With roots in New York City and an expanding presence in Florida, the brand brings community-first financial, healthcare, and housing solutions to the people who need them most.
Through years of leadership in healthcare and business, Adina recognized that families often needed more than just one service they needed trust, education, and holistic guidance that connects health, housing, and finance.
our Services
Comprehensive Solutions for Every Financial Need
Tax & Financial
Stress-free tax preparation and financial planning designed to maximise your peace of mind and your returns.
- Individual Tax Filings
- Family Tax Filings
- Business Returns
- Contractor Returns
- Amendments
- IRS Assistance
- Audit Support
- Compliance Reviews
- Financial Coaching
- Financial Planning
Nurse Executive Consulting
Strategic healthcare consulting that strengthens leadership, compliance, and operational excellence.
- Staffing Optimization
- Retention Strategies
- Quality Readiness
- Compliance Support
- Workflow Efficiency
- Cost Control
- Leadership Development
- Staff Morale Programs
- Patient Experience Improvement
Life & Health Insurance
Personalized life and health coverage to protect what matters most — your family and your future.
- Life Insurance
- Health Plans
- Supplemental Coverage
- Disability Coverage
- Final Expense Planning
- Retirement Planning
Real Estate & Small-Business Support
Expert guidance to help you buy, build, and grow with confidence in every venture.
- Buy Property
- Sell Property
- Rent Property
- Invest in Real Estate
- Assisted Living Setup
- Business Formation
- Compliance Assistance
- Brand Strategy
- Marketing Support
our impact
Making a Difference Beyond Numbers
600+ Families Served
We’ve helped hundreds of families and professionals achieve clarity, stability, and financial confidence.
Trusted by Local Leaders
Recognized by community leaders and partners for our integrity, results, and compassionate approach.
Community-Focused Partnerships
Rooted in service — we collaborate with organizations that uplift and strengthen our communities.
Ready To Talk?
Your Journey to Financial Clarity Starts Here
Whether you’re planning, protecting, or growing — we’re here to guide you every step of the way.
frequently asked questions
Your Questions, Our Answers.
1. What services does Family Touch Financials offer?
We provide comprehensive support in tax preparation, insurance, real estate, business consulting, and nurse executive services, helping clients make confident and informed decisions.
2. Do you only work with families?
No — while our name reflects our family-centered values, we proudly serve individuals, professionals, and small businesses seeking trustworthy financial and consulting solutions.
3. Can I book an appointment online?
Yes! You can easily start your intake form or book a consultation directly through our website to connect with a member of our team.
4. What states do you serve?
We currently serve clients in New York, the Tri-State area, and Florida, with virtual consultations available nationwide.
5. What makes Family Touch Financials different?
Our unique blend of professional expertise and genuine care sets us apart. Founded by Nurse Executive Adina Jones, we focus on holistic solutions that combine financial health, protection, and community impact.
