Financial Services Available
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- Medicare Planning --Owning the right Medicare health plan is very important. A wrong choice may cost you hundreds of dollars each month, and thousands of dollars in needless expenses for an illness. Medicare planning is essential for a successful retirement. Don't go it alone. We can review your Medicare supplement (Medigap plan) at any time to see if it is the right coverage for you. The annual enrollment period (AEP) for Medicare Advantage plans is from October 15 until December 7 each year. Is your current Medigap Policy right for you? Would a Medicare Advantage Program (MAPD) be better? We can help you decide which plan is best for you. Contact Us
- Final Expense Planning -- Looking for just enough Life Insurance to cover your funeral costs? Want to provide your family with cash to pay any unpaid medical bills, car loans, credit card expenses or more? Have you been turned down for Life Insurance in the past? Give us a try. We have resources and strategies available that have helped many obtain coverage who were previously declined.
- End of Life Planning: Guidance and Assistance -- Are you interested in leaving a lasting legacy for your family? Our Legacy Planning Services are what you need. Learn More. If you would like to know how to get this valuable service at no cost -- Contact Us.
- Social Security -- Assistance with understanding choices and when to file for benefits. Part B and Part D enrollment requirements. Contact Us today.
- Nursing Home Protection -- Don't lose everything you've worked a lifetime to achieve to pay for care in a nursing home. Learn proven strategies that can protect your hard-earned savings -- including affordable Long Term Care Insurance, government aid and military assistance programs, and how families may qualify for caregiver assistance and financial aid. Read More.
- Veteran Assistance -- Qualifications for obtaining Aid and Attendance benefits for long term care at an assisted living facility or nursing home for veterans and their spouses. Contact Us today.
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