About Us
C2 Financial & Insurance Services
We have years of insurance experience helping retirees prepare for their retirement. Ask us about:
- Medicare Supplements
- Medicare Prescription Drug Plans (Part D)
- Medicare Advantage (Part C)
- Estate Planning
- Safe Money options for retirement funds
We have access to many different insurance carriers so you can get the right one for you.
Assessing Need
Many financial experts will tell you unforeseen events without the right kind of insurance can spell trouble quickly. Call us today, and we'll analyze your insurance needs and get you covered quickly at the right price.
Insurance Fit for You
Everyone has different insurance needs. Call us today for a personalized assessment and find out how we can help protect your hard-won assets.
Intro to Medicare Seminar
If you aren't quite ready for in-person events or you just can't find one that's convenient for you, please watch our prerecorded Intro to Medicare Seminar.
After the video click here for the Calendly.
C2 Blog
Meet the Team
Erik Cox
Danyelle Moss
Melissa Cox
Serving Alabama, Arizona, Colorado, Florida, Kansas, Michigan, New Mexico & Texas
Melissa Cox
Danyelle Moss
Melissa Cox
Serving Colorado & Texas
Danyelle Moss
Danyelle Moss
Danyelle Moss
Serving Colorado & Texas
Medicare Insurance
Medicare can be overly complicated when you first qualify, that is why we take the time to meet with you and discuss all of your options.
Estate Planning
An Estate Plan drafted by an attorney is an essential step to protect our lived ones from enduring the government's probate court system when we aren't there anymore.
Let us know if you want our help coordinating this important step.
Safe Money Options
We can help with rolling over IRAs to something that isn’t tied to the stock market. We also specialize in “safe money” options for those funds.
Or perhaps you are not happy with your CD rate of return? We have alternatives, let’s have a conversation to see what your goals are for that money.
Contact Us
Use the Plan Review button to schedule a time to talk with our team.
Home-Based in Bailey, Colorado
Hours
Monday - Friday : 9am - 5pm
Weekends, evenings and holidays by appointment.
Medicare Advantage & PDP Disclaimer
We do not offer every plan in your area. Currently, we represent 10 organizations which offer 115 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options.
PO Box 8 Bailey, CO 80421
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