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Health and Wealth Management Services

Are you taking advantage of all of the benefits that you are entitled to?

Listed below are some of the services offered in our quest to make sure you are living your best life possible and prepared for the future! Reach out today to see how we can help you!


We'll set your goals and decide how best to achieve them

We'll go through your current healthcare coverage and / or life insurance coverage thoroughly and make sure that you are adequately covered for whatever life throws at you!  Once we have identified what you should have to be adequately protected, we will explore all available options and find the plans that work best for you!

Young Businesswomen

Medicare review and/or Enrollment

We'll make sure you're enrolled in the best Medicare policy for you

If you are new to Medicare, we'll determine what your specific needs are and give you all the information necessary to decide whether you need Original Medicare, Original Medicare with a supplement plan, a stand-alone prescription drug plan, or a Medicare Advantage plan.  We will spend as much time as necessary so that you understand the differences and what your options are.

Happy Senior Couple

Individual Health Insurance

Review healthcare needs and enrollment options

We'll review your current healthcare policy and make sure you have the coverage that you need.  Outside of open enrollment in the Federal Marketplace, there are special enrollment periods for certain circumstances.  If none of those are applicable, short term health care plans are available outside of open enrollment.


Life Insurance Needs Review

Review current policies if applicable and make sure you're adequately covered

We will do a thorough policy review of any insurance policies that you currently own and will make sure that you are not only educated on the different types of policies, but are getting all of the riders that you are entitled to.  Once we have determined what your needs are, we will work together to find the right plan for you!

Business Conversation

Dental, Vision, and Hearing

We offer many coverage options for dental, vision, and hearing

We offer individual plans for dental, vision, and hearing, as well as comprehensive plans that can be bundled.  Whatever your needs are, we're here to help find the right plan for you!

Female white toothy smile

Indemnity Plans for Covered Services

Money paid directly to you for a variety of scenarios

We offer indemnity plans that reimburse you directly for the cost of certain medical-related circumstances, including deductibles for hospital stays, home health care services, prescription drug costs, dental and vision expenses, and a multitude of other options.  We will tailor the policy directly to your needs so you are only paying for what's important to you.


Group Health Care

Let us make sure you have the best employer coverage available

We will be happy to thoroughly evaluate your current employer-based group plan and make sure that you have the most affordable qualified insurance plan available.  Schedule an appointment now to make sure that you are enrolled in the best plan for your employees!  In today's market, there's a high turnover rate, leading to lost profits.  If you don't currently offer health insurance to your  staff, consider setting up a group healthcare plan to attract loyal employees.  This can be done with as few as two employees!

Working Together


Are annuities right for you?

A fixed annuity can be a great way to increase your monthly guaranteed retirement income.  Let's talk today to explore the benefits and see if this is right for you!

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