Joe Schumacher
“Dawn I’ve referred many people to you because you are so knowledgeable but primarily because you are kind enough to take time to carefully explain the arcane intricacies of Medicare and social security to all of us who are new to the ridiculosity of government programs. I trust you. I believe you. I thank you for he
LIFE INSURANCE
MAJOR & INDIVIDUAL MEDICAL INSURANCE
LIFE INSURANCE
We set up a time to meet with you (in person or Zoom if you would like) to do a free financial analysis, known as a Financial Needs Assessment (FNA). Doing an FNA will help us best find what can work best for you with what you're looking for.
401K ROLLOVERS
MAJOR & INDIVIDUAL MEDICAL INSURANCE
LIFE INSURANCE
Did you have a job with a 401k and left it behind? Just because it's in your past doesn't mean we can't help you bring it into your future! Over $200 million of abandoned 401Ks are left every year. We can make sure your retirement savings money isn't left behind.
MAJOR & INDIVIDUAL MEDICAL INSURANCE
MAJOR & INDIVIDUAL MEDICAL INSURANCE
MAJOR & INDIVIDUAL MEDICAL INSURANCE
We also have many options for health care! In the United States, we will start getting penalized if we don't have health insurance. Don't let that happen to you or your employees. Build your business overhead. Offering employer paid benefits, long term care, health benefits, and more.
Some of the Companies We Work With
