Our New Divisions

Medicare & Life Insurance Division – Alison

We are thrilled to have Alison heading up the Medicare Planning Department! She has already assisted several clients to sign up for Medicare and help them select the best Medicare Supplements for their situation. Medicare Supplements are available all year long, while Medicare Advantage plans are offered during the annual enrollment period. Alison is also going to be assisting me with life insurance and fixed annuity cases.

College Planning Partnership- Greg

We are also very excited to launch our College Planning Partnership starting in early 2019 with former employee, Greg Sundahl! The decisions and steps to take when you plan to send your child to college can be overwhelming, so why not partner with experts you know and trust. The goal is to alleviate the stress of the admissions and financial aid process for students and families by bringing clarity and comprehensive advice to help you make the best decisions.

Professional Investment Advice- Denise

Another exciting new service – Professional investment advice for retirement dollars. I now have the resources and ability to provide you advice on how to invest your retirement assets in your 401k (or 403b, 457, TSP, etc). Using this service, I will be able to provide you monthly instructions on how best to manage your 401k (403b, 457, TSP, etc) assets given your goals, risk tolerance and available investment options that are unique to your plan. You will be able to access this information at any time via a website and app! The service is called Plan Confidence and only costs $25 per month (billed via credit or debit card). Throughout the years, many of my clients have been asking me how to best manage their 401k (or 403b, 457, TSP, etc). I have heard you and now have found the solution.

35 views0 comments