Medigap Coverage
You are not limited to Medicare Open Enrollment to make changes to your existing Medigap coverage. You can make changes anytime throughout the year! Let us shop and compare your plan for you. To speak with a licensed agent give us a call today at 775 674 2223 or we can contact you to set up your complimentary Medigap review consultation.
We Represent You
If you are in retirement or nearing retirement, we understand the fear and uncertainty that it can bring. Whether it’s choosing your Medicare coverage, figuring out if that old life insurance policy is still worth the cost, or structuring your assets to ensure you don’t outlive your nest egg, it can be a daunting task on your own. For the last two decades, we have focused on providing our clients with innovative financial strategies, in order to provide them with the financial clarity and confidence that they deserve during their retirement years.
Our clients receive the utmost care and accurate knowledge that is above and beyond our competitors. Only the best financial professionals can deliver this consistently. A clear, thorough, and successful retirement plan for each client is our main goal, and after a careful financial discovery with you, we analyze your personal financial situation – income, expenses, liquidity needs and retirement goals/objectives — and create a tailored retirement plan that is unique to your situation.
We know that there is no such thing as a one size fits all retirement plan, and we are prepared to work one-on-one with you to show you a more personalized approach.
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Nevada Retirement Planners
At our Sister firm, Nevada Retirement Planners, we believe no two investors are alike. Therefore, in order to help each client meet their financial goals, we base our process on a client focused personalized approach using multiple investment strategies. Our advice, recommendations, and investment strategies are custom tailored to our clients’ short/long term investment goals, desired return objectives, risk tolerance, time horizon, cash requirements, and tax situation. With ongoing financial education, continuous communication, and exceptional service, we are committed to developing a lifelong client-advisor relationship.
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