You-Focused Planning

We offer planning that puts you and your passions first.

Explore your Medicare coverage options
that makes sense for you.

No obligations. Just solutions.

As an independent financial services firm, we work closely with several insurance carriers and can help create customized solutions that fit your needs — not our bottom line.

Whether you’re a new Medicare beneficiary or a longtime Medicare Supplement owner, we’re here to help you explore your plan options. As part of our commitment to creating you-focused strategies, we offer no-obligation supplemental insurance quotes; that means no hassle, and no pressure to apply.

Get Started in
3 Easy Steps:

  • 1


    Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

  • 2


    Using the Dream Focused Wealth Plan, we’ll examine your current financial situation and determine your retirement needs.

  • 3


    Receive a custom strategy to help you reach your unique retirement goals.



Are you about to enroll in Medicare for the first time or looking for new coverage options?

This handy guide will walk you through the enrollment process and help you:

  • Determine which plans fit your health and budget
  • Understand the difference between Medicare Advantage and a Medicare Supplement policy
  • Potentially lower your Medicare plan costs




Are you using life insurance to its full potential?

Did you know life insurance can help you reach your retirement goals and even offer some tax advantages? Download this 8-page guide to learn:

  • Why life insurance can be a key part of a diversified retirement strategy
  • How life insurance can help ease the financial burden on loved ones
  • Ways income tax-free distributions are possible


Attend an

Smart Women, Smart Retirement™ Webinar

We are so excited to have host 10-time New York Times best-selling author David Bach to present his Smart Women, Smart Retirement™ presentation exclusively for our clients and friends. This presentation is designed specifically to talk about the unique challenges that women face in retirement, especially in the everchanging world that we are in today. Whether single, married, widowed, or divorced – this webinar will discuss ways that you can prepare your retirement plan to stand the test of time.

What’s your
Risk Number?


Capture your risk tolerance and see if your portfolio fits you.


Ready to Take The Next Step?

For more information about any of our products and services, schedule
a meeting today or register to attend a seminar.
CLICK HERE to see what we’re doing to keep your visit safe during the pandemic.

Or give us a call at 989.692.2200