Medicare Benefits
Turning 65 can come up on you fast! It's urgent to prepare and get educated accordingly. Approximately 90 to 120 days prior to your 65th birthday month is the perfect time to initiate the education process.
Learn About What We Do!
We recognize that your needs and situation are unique. We spend the time to get to know you to make sure that you get properly educated and prepared for Medicare, Retirement & Social Security Optimization that fits your lifestyle.
Medicare Advantage
Medicare Advantage plans are new health care options that are part of the Medicare program. Coverage may include Medicare Part D prescription drug coverage as well as hospital, doctor, skilled nursing, and other medical services.
Medicare Supplement
A Medicare Supplement (Medigap) insurance, sold by private companies, can help pay some of the health care costs that Original Medicare doesn't cover, like copayments, coinsurance, and deductibles.
Medicare Part D
Medicare Part D is essential for managing prescription drug costs, ensuring access to necessary medications. It protects against high out-of-pocket expenses, promotes adherence to treatment plans, and supports overall health and financial stability for Medicare beneficiaries.
Social Security Optimization
A Social Security analysis helps maximize benefits by assessing the best timing and strategy for claiming. It ensures informed decisions, aligning benefits with retirement goals to enhance income stability and financial security throughout retirement.
Asset Allocation Consult
An asset allocation consultation is vital for aligning retirement savings with financial goals, risk tolerance, and market conditions. It ensures a diversified portfolio, maximizes returns, and adjusts strategies to meet evolving needs and long-term financial security.
Long Term Care Protection
Long-term care insurance protects against the high costs of extended care, preserving savings and providing access to quality services. It ensures financial security, reduces the burden on loved ones, and supports independence during life's later stages.
Annuities
Annuities provide guaranteed income, offering financial stability and peace of mind in retirement. They help manage longevity risk, ensuring a steady cash flow, and can complement other savings to secure a comfortable and predictable future.
Life Insurance
Life insurance provides financial security for loved ones, covering debts, living expenses, or future goals like education. It ensures peace of mind, protecting families from financial hardships in the event of an unexpected loss.
ABOUT US
Your Trusted Retirement Professionals
When it comes to retirement, we know that making the right choices for you and your family can be daunting. To help you make the right decision we take a commonsense approach – we ask questions, listen to your answers and only then recommend the type of solutions that will fit your particular needs.
Why Work With Us?
We will help you meet your wants and needs while saving you money.
We are trained to ask the right questions to find the best plan options for your wants, needs, budgets and philosophies to maximize all your benefits, resulting in the lowest cost possible.
You'll benefit from working with an experienced agent
Our mission is to exceed customers' expectations and secure their future by offering professional advice, education, and value added service with a personal touch.
What Our Customers Are Saying
Hear from customers like you.
Very helpful in saving us over $30 per month in plan G premium. Would recommend using them.
Susan W., Tacoma, WA
I am so grateful for their guidance for my Medicare supplement plan. It has been so easy. They know the business and helped me pick the perfect plan for me. I couldn't imagine navigating that without their expertise.
Mike M, Kirkland, WA
Very nice agent and informative information. They helped me change my medicare supplement. The process couldn't have been easier. Five stars!
Miles D, Lake Forest Park, WA
Very knowledgeable and was a great help to me as I recently had to navigate the Medicare supplement process. He made it effortless less for me and I’m truly grateful for his expertise and excellent customer service.
Ida Warner, Seattle, WA
WE ARE HERE FOR YOU