Articles of Interest

Happy senior couple lounging in a hammock

Jul 7, 2020

What If I Eventually Need a Nursing Home?

There are places you want to go, and the places you really, really don't want to go. With a little planning we can create a plan that works for you.

Click To Read Full Article

Grandmother sitting quietly in chair with toddler grandchild on her lap.

Jul 3, 2020

Final Expense Life insurance is a gift you give to your loved ones.

There are many options available to people of all ages and more importantly Final Expense Life Insurance is available no matter what your health.

Click To Read Full Article

Grandfather sitting with grandson by a stream

Jun 30, 2020

What your asset review may be missing

The Color of Money Risk Analysis is designed to help you better understand how your long-term goals could impact the financial decisions you make today.

Click To Read Full Article

Senior mechanic looking under the hood of a car

Jun 26, 2020

Pace and PaceNet: What is this and is it for me?

Now more than ever there is an increasing amount of seniors still working because they can not afford the daily medications needed for a good quality of life even with insurance coverage. No one should have to go without needed medications or cut doses due to cost.

Click To Read Full Article

Senior husband and wife, who is in a wheelchair, relaxing in their garden

Jun 23, 2020

Medicare? Medicaid? What’s the Difference?

Medicare and Medicaid have both been around since 1965. They were created by the same act of Congress, but were designed to make health insurance available to different people. Both programs have changed a lot in the last 55 years, but their basic purposes have not changed.

Click To Read Full Article

Senior couple enjoying a ride on their motorcycle

Jun 19, 2020

What Every Retiree Needs To Consider

You are looking forward to retirement changing everything. In the midst of all these exciting changes, you now have to make some important decisions regarding your insurance coverage.

Click To Read Full Article

Discover my work:

Work impressionGraphic DesignPhotographyNeed work done?Discover more

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
  • ROTH 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