Annuity Reviews 

1 hour • Free 
What is an Annuity? Is this right for me? We help make sure that you fully understand what an annuity is. There are many different types of annuities, it is important to make sure that you are in the right kind that will meet your pre and post retirement needs. 

Retirement Account Reviews 

1 hour • Free 
401k and 403b are great vehicles for employees to grow their money tax deferred. What happens when you stop contributing? What happens when you turn 70 and 1/2 and the government makes you take out a minimum distribution even if you dont want to take it? We work closely with financial advisers to insure that you are in the best position. 

Extended Care Education 

1 hour • Free 
Skilled Nursing or home health care is covered by medicare only for 100 days. After that 100% of the cost is on you. This is the number one reason for bankruptcy amongst retirees. The costs on average is $6k-$10k per month to stay in an extended care facility. Knowing what your personal risk management is key. We are here to help. 

Life Insurance 

1 hour • Free 
Starts with needs analysis to understand what your specific situation is. The analysis will determine how much life insurance you need. We also make sure your policy covers your needs, change/update beneficiaries & make sure that you are not overpaying/underpaying  

Annual Enrollment Services 

1 hour • Free 
October 15th-December 7th yearly 

Annual Enrollment Period is for Medicare Advantage Plans and Prescription Drug Plans.  

Medicare Annual Review 

1 hour • Free 
We first start by doing a needs analysis to help us better understand your Medicare needs. We walk though your current plan, costs, and coverage in depth. Afterwards, we will compare your plan with all other plans available in the market. Please note: we only partner with A rated Companies or higher 

Needs Analysis 

1 hour • Free 
We sit down with you to review your retirement picture as a whole. Understanding those unique qualities about you will leads us to make better recommendations. If you are in a good position where you are; we will be the first to tell you. But rest assured if there is any way that we can improve your situation, we will.