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
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.