Articles of Interest

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Medicare Planning/Health

The process of educating you about your rights and options with the Medicare program and associated supplemental services reducing the financial risks associated with medical costs.

  • Medicare Supplement
  • Medicare Advantage
  • Hospital Indemnity
  • Part D Prescription Drug
  • Cancer Protection
  • Dental/Vision/Hearing
  • Final Expense
  • Recovery Care / Post Hospital

Retirement Planning

Setting aside funds to provide deferred income benefits at retirement.

  • Rollover IRA
  • Traditional IRA
  • SEP
  • CD Alternatives

Insurance Planning

Providing protection for loved ones for life events and/or catastrophes by transferring the risks. Ensuring lifestyle and asset protection.

  • Life Insurance
  • Individual Health Insurance
  • Wealth Transfer
  • Mortgage & Income Protection
  • Retirement Supplements
  • Non-Qualified Deferred Compensation