Arizona Insurance & Retirement Services

We've Got You Covered!
Licensed in: AZ, FL, ID, MO, OK, TN, TX & UT


Knowledge is strength... How strong are you?

American A$$et Protection
​Consulting
$75.00 per hr.
Explore the icons below to gain a deeper understanding of our "fee for service" structure. Each icon provides valuable insights to help you navigate our offerings effectively.

Medicare Part D Rx Plan Research
Using a list of your current medications and preferred pharmacy, we will utilize Medicare.gov to research ALL current plans available in your area and give you unbiased plan information/options.
We go even further to see if you qualify for Rx Assistance Programs to help with your expensive brand name meds, look at Single Care/ Good Rx discounts and search Canadian Pharmacies if necessary.
We will show you the easiest way to enroll into the plan.
​Most research can be done within 1-3 hours depending on how many medications you have.

Medicare Advantage Plan Research
By asking a few questions and obtaining a list of your current doctors, medications and preferred pharmacy, we will utilize Medicare.gov to research ALL plans available in your area and give you unbiased plan information/options. We will go a step further to see if you qualify for any type of "special needs" or "chronic needs" plan.
We will show you the easiest way to enroll into the plan.
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Most research can be done within 1-4 hours depending on how many doctors/medications you have.
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Medigap Plan (Supplement) Research
We will research the Medigap
(aka: Medicare Supplement) rates in your area, review the company of your choice underwriting questions (if necessary) to ensure you will qualify for coverage. We will also help you apply for coverage with most plans.
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Research generally takes 1 hr.
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Social Security Enrollment Guidance/ Maximization
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When & how to apply
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Learn if you qualify for spousal benefits
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How to maximize your SS benefits
1-2 hours depending on your situation.​
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Medicare Education & Enrollment Assistance
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Learn about the 4 parts of Medicare: A,B,C & D
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Costs, Deductibles
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AVOID PENALTIES
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Enrollment Guidance
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Learn what to you do if you're still working
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We will provide you with the forms necessary (if needed) to complete your enrollment.
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We will check to see if you qualify for Medicare Extra Help
(based on your income)
FREE!!!

Retirement Plan Review
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How much (if any) of your financial portfolio is at risk?
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What piece of your retirement "puzzle" is missing?
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Is there a need for Life Insurance?
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Tax efficient investing
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Learn how to pay for LTC without having to purchase a policy.
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Discover "safe money" options to help decrease stock market volatility.​
Review can take anywhere from 3-5 hours depending on the complexity of your situation.
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