We offer full tax, booking and accounting services, so you can focus on everything else in your business. With our expertise and know-how, we'll help you save money, reduce stress, and focus on you're real priorities. We provide families and individuals with health, long term care, life, disability insurance, in addition to offering resources for Medicare and veterans.
It's about providing financial protection for your loved ones who depend on your support when you pass away. We will help you pick an affordable life insurance plan that best fits the needs of you and your family. Whether it's preventative or responsive, healthcare is necessary at some point in your life, but you can avoid overpaying for health services with the right health insurance plan.
It's about providing financial protection for your loved ones who depend on your support when you pass away. We will help you pick an affordable life insurance plan that best fits the needs of you and your family. Whether it's preventative or responsive, healthcare is necessary at some point in your life, but you can avoid overpaying for health services with the right health insurance plan.
Services
Our Process
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After serving my country for 20 years, I became an insurance agent after losing my stepfather unexpectedly and helping my mother determine her options concerning Medicare. After working for other agencies for over four years, I ventured out on my own. I started my agency to simplify the process, provide a client-centered approach, and customize options for our clients.
Life Insurance
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The lottery is not a retirement plan, and GoFundMe doesn't equate to a life insurance plan. When we plan for the future, we have an idea or paint a picture of how that looks. If an unexpected event occurs, a proper plan (portfolio) can keep those original plans stay on course.
We answer the important questions plaguing your mind and simplify the details, so children can still attend college, the family can remain in place, and even family vacations can still occur.Protection is a key element, but we also discuss living benefits. The biggest decision you'll face is how much life coverage you need.
We answer the important questions plaguing your mind and simplify the details, so children can still attend college, the family can remain in place, and even family vacations can still occur.Protection is a key element, but we also discuss living benefits. The biggest decision you'll face is how much life coverage you need.
Health Insurance
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Health insurance is necessary not just to prevent and treat illnesses, but also to be compliant with the Affordable Care Act. We will help you find out if you are eligible to receive subsidies to offset the costs of health insurance and help you choose a health plan with a carrier that meets your specific needs.
Medicare
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We believe that the better educated you are about Medicare, the easier it will be for you to make the right decisions about your Medicare health insurance choices. If you're already getting benefits from Social Security or the Railroad Retirement Board (RRB), you'll automatically get Part A and Part B starting the first day of the month you turn 65.
Long Term Care
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Long-term care insurance helps with the costs associated with assisted in-home and facility care living expenses for seniors or disabled individuals who need assistance in performing daily living tasks. We want to help you better understand what long-term care insurance is, how much you need, and which policy is right for you.
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