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Did You Know?
 
  • You should start to plan (save) for retirement in your 20's to 30's.
  • Most people don't start  (saving) for retirement until their 40's-50's.
  • The majority of people assume their ​Pensions are  guaranteed.
  • Social Security Trust Fund is poised to become exhausted by 2037.                                 
                                  
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What Is Your Retirement Plan?

OUR SERVICES

HEALTH, MEDICARE, LIFE & RETIREMENT ADVISOR

MEDICARE EDUCATION, PRODUCT ASSISTANCE, ENROLLMENT

UNDER 65 HEALTH INS.


SHORT TERM HEALTH INS.

ANNUAL DRUG PLAN RESEARCH

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GROUP INSURANCE

DENTAL INSURANCE

CANCER/DISEASE INSURANCE

PET INSURANCE


LIFE INSURANCE

NOTARY SERVICES
 

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FIXED & INDEXED ANNUITIES

COMPLIMENTARY CONSULTATIONS

SCHOOL DISTRICT RETIREMENT WORKSHOPS


EMPLOYER SPONSORED RETIREMENT WORKSHOPS

Medicare Annual Enrollment
10/15 - 12/7

Call us to schedule a free review of your Medicare coverage.

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 All CLIENTS RECEIVE COMPLIMENTARY CONCIERGE SERVICE THAT INCLUDES:

UNLIMITED COMPLIMENTARY NOTARY SERVICES, SOCIAL SECURITY & MEDICARE ENROLLMENT ASSISTANCE, ANNUAL DRUG PLAN RESEARCH, BI-ANNUAL RETIREMENT PLAN REVIEWS.

 

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Citrus Fruits

I've Got It Covered

The Essential Guide to Closing the Life of Your Loved One

This book contains comprehensive information you will need at the time of your loved ones passing. Having this information at your fingertips will not only save you considerable time and effort, it will completely guide you through the difficult and time-consuming process of closing the life of your loved one. 

ABOUT THE BOOK

“I do believe that it would be incredibly helpful and comforting to have so much essential information at my fingertips when the time comes.  The overall feel of I've Got it Covered  is compassionate, rather than clinical, and I believe that it has the potential to provide a critical service and peace of mind during an undoubtedly arduous and overwhelming task.”

— Mindy, Reading For Sanity

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YOUR PENSION MAY NOT BE AS SAFE AS YOU THINK 

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Expect response within 1-2 business days.

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