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Thinking About Retirement, But Not Sure Where to Start?
Here Are A Few Ways We Can Help!
- Work with one of our RSSA Certified Agents to maximize your Social Security benefits.
- Get help enrolling in Medicare—skip the hassle of visiting the Social Security office.
- Learn the differences between plans and enroll in the one that best fits your needs.
- Partner with a trusted financial advisor to create a solid plan you can actually understand.
- Enjoy excellent customer service and free annual reviews to keep your plans on track.
And here is the best part for you - All of our Services are FREE!
Our Full-Service Agency has been a trusted Medicare and Financial Planning partner
for thousands of Ohioans since 2010
Get to Know Us
Take the first step by completing our online form and request your Free Consultation!
Medicare Plan Coverage
Navigating Medicare doesn't have to be overwhelming. Our expert team specializes in simplifying the complexities of Medicare, helping you understand your options and choose the coverage that best suits your health needs and budget. We'll guide you through Parts A and B, as well as supplemental plans, ensuring you have the protection you deserve.
Life Insurance Plans
Protect your loved ones and leave a lasting legacy with our tailored life insurance solutions. We offer a range of policies designed to provide financial security for your family, cover final expenses, or supplement your retirement income. Our experienced advisors will help you determine the right coverage amount and type for your unique situation.
Financial Planning Services
Secure a steady income stream for your retirement years with our financial planning options. We'll help you understand the different types of financial planning options available and how they can fit into your overall financial strategy. Our goal is to provide you with the peace of mind that comes from knowing you have a reliable source of income after your retirement.
Long-Term Care Insurance
Prepare for the future with our long-term care insurance options, which cover select care that Medicare does not. Our certified specialists will help you understand the importance of long-term care coverage and how it can protect your assets and independence. We'll work with you to find a policy that provides the right level of care and financial protection for your needs.
Home Health Care Insurance
Maintain your independence and receive care in the comfort of your own home with our home health care insurance options. We'll guide you through the various plans available, helping you choose coverage that ensures you have access to quality in-home care services when you need them most. No prior hospitalization is required to receive home health care benefits.
Final Expenses Insurance
Ease the burden on your loved ones with our final expense insurance plans. These policies are designed to cover funeral costs, outstanding debts, medical bills, and other end-of-life expenses. Our friendly team is here to help you select a plan that provides the right amount of coverage, giving you and your family peace of mind during a difficult time.
Dental Insurance
Maintaining good oral health is essential for overall well-being, and dental insurance helps make quality care more accessible and affordable. With coverage for routine check-ups, cleanings, fillings, dentures, and more, the right plan can significantly reduce out-of-pocket expenses. We help seniors find the best dental insurance options that fit their needs and budget.
Vision Insurance
Good vision is essential for maintaining independence and quality of life, and vision insurance helps make eye care more affordable. With coverage for routine eye exams, prescription glasses, contact lenses, and screenings for eye diseases, the right plan ensures you get the care you need without excessive out-of-pocket costs.Our team specializes in helping seniors find affordable vision insurance that fits their needs.
Hospital Indemnity
Hospital Indemnity Insurance provides cash benefits to help cover out-of-pocket expenses like copays, deductibles, and transportation during a hospital stay. , We offer affordable, flexible plans designed to protect seniors from unexpected medical costs. With the right coverage, you can focus on recovery without the stress of financial burdens.
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