Additional Services

Our primary service is to provide you with a free pension/retirement review and additional follow-up information on options for additional retirement income. 

 

We also realize that part of saving more wisely and feeling secure about finances involves getting the best life & health insurance benefits for the best possible price. For this reason, we also provide a comprehensive health insurance review for folks who are on Medicare (or will be soon) as well as people who utilize ACA/Marketplace health plans, and can discuss the benefits of various life insurance products.

 

If you wish to speak to a licensed independent insurance agent about health plans and options in your area, click HERE to visit our partners at Shepherd Senior Solutions.

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