“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
“Dawn is exceedingly knowledgeable in both health insurance/Medicare and financial planning. She helped us with saving thousands of dollars by getting our 401k out of the stock market into a fund that doesn't lose money. Plus she is super friendly and helps us whenever we call her.”
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.
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.
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.
We will meet in person or via Google Meet to review your current situation and your goals
You will decide which product to invest in and we will set short and long term goals.
Rest easy and breathe deep. You have made important steps toward retirement.
There are more opportunities than ever to build wealth and achieve financial independence. We help people everyday set attainable goals. You do not have to have a certain income level to walk through our door. We meet you where you are and get you to where you want to go.
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