I became involved in the Medicare Supplement field in 2004, while working with a major Medicare Supplement Insurance Company. I will be able to assist you in your search for a Medicare plan with coverage and rates to fit your need and budget. I take pride in personal service. I would also help you plan and protect your hard-earned retirement savings and wealth. Proper planning is the key to a sound plan for retirement. It’s vital to have a sustainable stream of income that will take care of basic living needs and grow enough to hedge inflation when you’re ready to retire. Most people want to have a “pay-check” and a “play-check” each month during retirement. I use the future value of money calculation to approximate the dollar amount needed to retire and live life comfortably. Many people are invested in risky or market driven plans that carry large fees. Some of those plans have hidden fees that you are charged, even when the account loses and declines in value.

My goal is to provide a solid realistic plan that can provide growth without the downside risk associated with the Market and without charging those account draining fees. I take the holistic approach and spend the time to analyze your existing plan, your living expenses and design a new plan to fit your needs and protect your wealth.