Discover
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

    DISCOVER


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

  • 2

    EVALUATE


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

  • 3

    PLAN


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

income

INSTANT DOWNLOAD

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

 

money-last

INSTANT DOWNLOAD

Have you been laid off or are you worried you could be in the future?

While a layoff can be scary, it doesn’t have to mean the end of your financial well-being. In this 10-Step Layoff Survival Guide, you’ll discover simple and effective tactics to help protect your retirement future — both now and in the years ahead

  • Put aside temporary fears to focus on long-term stability
  • Calculate how to best use your severance pay
  • Navigate the maximum amount of unemployment benefits

 

Attend a
live event

Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more.

Next Event:
October 13
Why Life Insurance Now Webinar
11:00 am | Webinar

What’s your
Risk Number?

 

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

risk-25-1
risk-35-1
risk-45-1
risk-55-1
risk-65-1
risk-75-1

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