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Welcome to your Retirement Planning Solution

Whether you're securing your future, protecting your family, or planning for unexpected health events, my goal is simple: to give you the peace of mind that comes from knowing you're covered —at the right time.

Medicare

Who is eligible?
What are the different parts?
Difference between original medicare and medicare advantage.

Social Security

When can I start receiving benefits?
Can I work and still receive benefits?
What is WEP?

Supplementals

Can I have an Advantage and Medigap plan?
How go I cover the gaps in my insurance?
What are the costs?

Retirement Accounts

What is the difference between an IRA and a ROTH IRA?
Are my accounts taxed the same?
Why do they call them qualified plans?

Want to Learn more

Click the link below to get a featured slides shows.

Overview