Medicare Plans
Medicare Advantage, Medicare Supplement, and Part D prescription plans, compared side-by-side against your doctors, medications, and budget. Support carries through Annual Enrollment every year.
Ask about Medicare
Services
Insurance & retirement services
Independent access to Medicare, life, retirement income, and business coverage from top-rated carriers, with one person guiding you through all of it, for clients across Iowa.
Long-Term Care Planning
Strategies that use assets you already have, such as a 401(k), CD, or savings account, to help fund future long-term care needs while protecting what you want to pass on. We'll walk through the tradeoffs so you can decide with confidence.
Plan for long-term careSocial Security Analysis
A Registered Social Security Analyst (RSSA) review of your claiming options (spousal, survivor, and timing strategies) to help you draw the most from your benefit over your lifetime.
Get an analysisLife Insurance
Term and permanent policies, sized to fit your budget and what you want to leave behind: final expenses, income replacement, or a legacy for family.
Explore coverageRetirement Strategies
Guaranteed and market-linked growth strategies that turn savings into guaranteed, predictable income, so market swings matter less to your day-to-day life.
Explore retirement strategiesBusiness Insurance
Group benefits, key-person coverage, and business owner policies for local business owners who want the same personal attention their clients get.
Talk about your businessUnder-65 Insurance
ACA marketplace and short-term medical plans for anyone not yet eligible for Medicare, including early retirees and those between jobs.
See your options
How it works
Three steps to a plan you understand
1
Free consultation
We talk through your situation, your goals, and what's confusing you right now, at no cost and no obligation.
2
Personalized comparison
I compare options across carriers against your doctors, medications, and budget, and explain the tradeoffs plainly.
3
Enroll & ongoing check-ins
I help you enroll, then check in most years so your coverage keeps up with your life.
Not sure where to start?
A free consultation is the easiest way to find out what fits.