Services
EDUCATION
We provide you with the ABCDs of Medicare, including its parts, how and when to enroll, when you are allowed to change plans and much more. At our many seminars in the DFW area, we review Medicare health plan coverage choices, including supplements and Advantage plans, along with prescription drug plans. Find out what you need to know if you plan to continue working or if your spouse is not on Medicare.
INSURANCE
We are licensed Life, Health, and Accident agents in the state of Texas. We can provide guidance on the best Medicare supplement ("Medigap") plans, prescription drug plans, along with Life, Cancer, and Dental plans designed for your retirement years.
PLANNING
We have partnerships with financial planners and tax professionals who can assist you with planning for your financial future, whether you plan on retiring or continuing to work.