I understand that everyone’s situation and goals are different. When it comes to insurance and retirement planning, one size doesn’t fit all.
That’s why I truly take the time to get to know you, your family, and your needs to help you find the best solution possible, at the best price.
No matter where you are in life today, I will help you plan for ahead.
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Medicare supplement
Medicare Supplement (also known as Medigap) insurance plans help cover certain out-of-pocket costs that Original Medicare, Part A and Part B, doesn’t cover.
Medicare Advantage is a bundled plan that includes the same coverage as Medicare Part A, Part B and often Part D. Out-of-pocket costs may be lower, and plans usually offer some cost savings or subsidies toward vision and dental coverage.
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Annuities
Annuities are investments issued by insurance companies that can be used to help build a guaranteed income stream or a retirement nest egg. It’s like being able to create your own pension fund or IRA. Annuities come in many varieties, helping investors reach diverse retirement goals.
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Life Insurance
Life insurance guarantees your loved ones are financially secure should the unexpected happen — no matter your age. Whether you’re nearing retirement, taking some time off or are still finding enjoyment at work, it’s never too late to consider purchasing a senior life insurance policy or expanding your current coverage.
About me:
As an Atlanta native, father and husband, I believe in kindness, authenticity and helping others. I’d love the opportunity to help you understand and maximize your retirement benefits.
When I meet you, you may be a customer - but when I leave, I hope to be a friend.