
It's What We Do
Isn't it time to get a dental plan that won't drop you?
We have years of insurance experience helping retirees prepare for their retirement. Ask us about:
We have access to many different insurance carriers so you can get the right one for you.
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.
Everyone has different insurance needs. Call us today for a personalized assessment and find out how we can help protect your hard-won assets.
If you cannot make an in-person event 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. or call 303-801-1677
Serving Alabama, Arizona, Colorado, Florida, Kansas, Michigan, New Mexico & Texas
Serving Colorado & Texas
Serving Colorado & Texas
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.
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.
Use the Plan Review button to schedule a time to talk with our team.
Home-Based in Bailey, Colorado
Monday - Friday : 9am - 5pm
Weekends, evenings and holidays by appointment.
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