Let’s Start With a Conversation
Whether you’re approaching retirement, navigating Medicare decisions, or simply looking for clarity around income and risk, a conversation is often the best place to begin.
I offer complimentary Retirement Readiness Conversations to help you understand your options and determine whether my services are a good fit for your needs. There is no obligation and no pressure to move forward.
I am a licensed insurance professional and Medicare specialist. I do not provide investment, tax, or legal advice and do not manage securities or investment portfolios. Insurance products, including annuities, may involve surrender charges and are subject to the claims-paying ability of the issuing carrier.
Schedule a Retirement Readiness Conversation
You may schedule a convenient time using the calendar below. This conversation is designed to be educational and focused on your questions and concerns.
What to expect:
A review of where you are today
Discussion of income, healthcare, and risk
Answers to your retirement and Medicare questions
Clear next steps, if appropriate
I am a licensed insurance professional and Medicare specialist. I do not provide investment, tax, or legal advice and do not manage securities or investment portfolios. Insurance products, including annuities, may involve surrender charges and are subject to the claims-paying ability of the issuing carrier.
Prefer to Reach Out Directly?
If I am with a client, please leave a message and I will return your call as soon as possible.
I am a licensed insurance professional and Medicare specialist. I do not provide investment, tax, or legal advice and do not manage securities or investment portfolios. Insurance products, including annuities, may involve surrender charges and are subject to the claims-paying ability of the issuing carrier.