Putting in All Together...

Protecting your health, financial wealth and a personalized plan for you.

If you’re like most Americans, you unknowingly learned your financial and lifestyle habits from your parents, spouse, or friends. Most of us are not financially prepared. Due to recent changes in health care, tax laws, social security policies, and a shift toward employee-directed retirement plans, the need for financial, health care and retirement education has never been greater. We can help you make informed decisions on the best strategy for you and your family. We help individuals, families, self-employed, and small business groups.

  • Retirement Strategies
  • Social Security Timing
  • Life & Health Insurance
  • Medicare Solutions
  • Dental, Vision, Disability Insurance
  • Accident & LTC Insurance
  • Legacy Protection
Grandfather giving granddaughter piggyback ride in park. Granddaughter sitting on shoulder of older man.

Health Care Plans

Health care costs are high and getting higher. Who will pay your bills if you have a serious accident or a major illness? With health insurance, you protect yourself and your family in case you need medical care that has the potential to be very expensive.

Life Insurance

Life Insurance rates have decreased over the last 10 years with people living longer. Let’s review what is best for you. With many options and carriers available we can custom design a solution for you. Not sure how much you might need? Let us help you with our needs analysis.

Retirement Strategies

Do you have a retirement plan? Will you outlive your money? We make sure you are prepared for retirement by helping ensure your income needs are fulfilled. We can also review how to protect your assets and reduce taxes on Social Security.

Medicare Supplements / Medigap or Medicare Advantage, Part D-Rx Plans

These types of plans are available with many factors to consider. Do you travel and need the flexibility for out-of-state coverage? Let us look at what plan might fit the needs for your situation. We can review your current prescription drugs also to determine what Medicare Part D card will work best. We are an independent agency and provide several carrier choices.

Next Steps...

We provide clear, easily understood explanations of financial products and services. Our personalized program is a roadmap to working toward a more secure financial future.