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1. Baby Boomer: If you’re a baby boomer or older we can help you plan for the Number 1 financial risk you will face in retirement. You work too hard to save for retirement only to see it go up in smoke. As an independent we represent all of the top carriers and will help guide you through your options.
2. Retirees: If you are on medicare we can help guide you through the maze of options. We can help you to decide between a Medicare Supplement or Medicare Advantage plan. For some, paying premiums is the best route and for others paying co-pays is the best decision.
3. Veterans: If you’re a WWII or Korean War veteran or widow of a veteran we can help guide you through the VA system. The Veterans Pension benefit can provide up to $2019 a month in tax free dollars if you are eligible.
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