Our goal is to share with our clients all of the years of experience, insight, and advice that we have to offer. We strive to help those when they need it the most and to ensure that our clients’ needs always come first. That being said, welcome to our first blog. We are excited to […]
So many people wonder what exactly we do and we know that often times when you hear the words agent or broker you first think of a high-pressure salesman. Unfortunately, maybe even someone who does arm twisting and has a goal of spending your hard-earned money. We want to change that mindset and show you […]
If you’re one of the 44 million people on Medicare you may be short changing yourself by thinking that Original Medicare alone will take care of all of your medical needs for your remaining years. Only one in ten beneficiaries relies solely on the Medicare program for health care coverage according to AARP and for […]
Timing is of great importance to make the transition smooth. Our goal is to sit down with a client going through this transition about 2-3 months prior to their Medicare starting. We then get all of the plans lined up and ready to go before helping to remind you to make the cancellations through the […]
