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.

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INSTANT DOWNLOAD

Are you paying too much in taxes in retirement?

This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:

  • The different types of retirement accounts
  • Why tax laws are ever-changing
  • Options for tax deductions in retirement

 

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INSTANT DOWNLOAD

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
event


Social Security: 7 Key Facts to Enhancing Benefits

What’s your
Risk Number?

 

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

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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