Services

HEALTHCARE

HEALTHCARE

We all know we need it, and as much as we’d like, our crystal ball doesn’t work. Everything is good until it’s not good at all.
With access to over 70 companies, we can do the shopping for you; from individual plans, to drug plans, to employer plans, and even some non-traditional options, we can help compare and you can make the best informed decision for you and your family.

For dental and vision, please click the banner below.  Please note, this will open a new website.

THIS CHOICE IS NOT ALWAYS EASY, ALLOW US TO HELP.

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MEDICARE PLANNING

MEDICARE PLANNING

This is confusing (maybe on purpose). You get your “Medicare and You” book in the mail with expectation you will read it, this is great if you are trying to fall asleep.

We take all that information, put it on one page, and make it easy to understand for you and yours.

From contacting social security, to making your first payment and beyond, we are here to help.

Please note, clicking below will open a new website.

LET’S SAVE YOU TIME, MONEY, AND A HEADACHE OR TWO.

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SHORT TERM & LONG TERM CARE

SHORT TERM & LONG TERM CARE

You hear the horror stories: Hospitals don’t keep you like they used to. They put a Band-Aid on you and send you home or to a facility if necessary. How are these things covered with your plan? 
From skilled, to intermediate, to custodial care, we are here to help.  Recovery can be a long and sometimes grueling process. The last thing you need in those tough situations is to worry about who will pay for your care.

NOT A FUN CONVERSATION, BUT CRITICAL, BEFORE IT’S TOO LATE

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RETIREMENT INCOME

RETIREMENT INCOME

While we are working, we are trying to accumulate as much as we can.  When we are ready, we go from earning, to being on a fixed income. depending on our lifestyle this can be easy, or very difficult to make such adjustments. 
Everybody’s situation is different, and no matter what yours is, it’s safe to say two heads are better than one?

THINGS ARE CHANGING, LET US HELP YOU BE PROACTIVE.

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LIFE INSURANCE

LIFE INSURANCE

As we get older, the costs of just about everything increases, and value is constantly being decreased. Not one of us likes to think about these things, but at the same time not one of us will live forever. 
What is your exit strategy? What will your loved ones need in this difficult time?

UNFORTUNATELY NO ONE LIVES FOREVER.  IT’S BEST TO BE PREPARED FOR WHAT LIFE BRINGS.

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LEGACY PLANNING

LEGACY PLANNING

Let’s make sure your blood, sweat, and tears do not go to waste.  Your family, loved ones, and maybe even some organizations you are a part of helped get you where you are today. 
You want to give back. 

WE CAN HELP YOU FOLLOW THROUGH

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Do you find yourself needing healthcare/insurance info assistance often in your profession? 
Do you want/need to offer services listed above but can’t find the time? 
We may have a program that could benefit all involved.  
We love to help. Reach out and we can have a conversation.