Medicare 101
We conduct educational seminars all over northeast Indiana and northwest Ohio, teaching people how Medicare works and how it can work for them. People from all socioeconomic groups and backgrounds attend these meetings and are hungry for information about this topic. We don't discriminate, educating both high-income and low-income earners, from doctors and business owners to military veterans to people on Medicaid and everyone in between. We feel everyone is entitled to correct and accurate information regarding Medicare and we conduct these seminars with that thought in mind. All our seminars are designed for "education only". We do not and will not discuss individual insurance carriers in these venues. If people want further, more specific information they may contact us at a later date.
Retirement 101
Retirement is different for everyone. Traditional retirement means quitting work altogether at a certain age. Sometimes people simply want to know they can financially survive if they quit work. Everyone needs information regarding their specific situation. We teach you all that.
Find Your "Happy Place".
Retirement should be a special time in our lives. Financial stability is paramount and having the proper insurance and "safe" investments are critical. We educate people about these important concepts and then help you get there.