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.
What Is Your Retirement Plan?
Medicare Open Enrollment
1/01/2024 - 3/31/2024
During this time you can make a 1 time change to your Medicare Advantage Plan or go back to Original Medicare & apply for a Medicare Supplement. You will need to add a Medicare Part D Rx plan to your Supplement. You can NOT make changes to your current Medicare Part D Rx Plan.
(OEP) is Different than the Medicare Annual Enrollment (AEP) which ended 12/7/23.
Call us to schedule a free review of your Medicare coverage.
HEALTH, MEDICARE, LIFE & RETIREMENT ADVISOR
MEDICARE EDUCATION, PRODUCT ASSISTANCE, ENROLLMENT
UNDER 65 HEALTH INS.
SHORT TERM HEALTH INS.
ANNUAL DRUG PLAN RESEARCH
FIXED & INDEXED ANNUITIES
SCHOOL DISTRICT RETIREMENT WORKSHOPS
EMPLOYER SPONSORED RETIREMENT WORKSHOPS
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.
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