retirement services

REtirement consultation and referral

We will review your retirement goals, no matter what age, and if necessary refer you to a qualified planner.

assess current SITUATION

Whether you are turning 65, or you have a few years to go, we can review your medical and financial situation and guide you so you stay covered for any situation.

Promote current deals

We can show you the financial and medical trends people are taking to meet individual needs. From there you can make an informed decision to protect your own goals.

Maintain a lifetime relationship

Still, unexpected situations happen. We will annually review with you changes in Medicare and the plan(s) you chose to make sure they will be the best solution for your future.

Life Settlements referrals

If you have the need to use past premium payments for current expenses, we can help you. We have a list of trusted parties to help you.

Buy or sell your home

When the time comes for a transition, we can help make the transition out of your home as smooth as possible. We have a buyer for almost every home and we can help take the worries out of this most heartfelt transition.