From enrolling in Medicare at the age of 65, we guide you through your initial selections as well as your renewal periods. We help you understand your options with Medicare Advantage, Medicare supplements, and prescription drug plans. We also help navigate the plans available through the Affordable Care Act (ACA or Obamacare).
Through it all, we guide you on this journey of decisions so you can make informed choices. We represent national carriers such as United Healthcare and Aetna-SilverScripts, as well as regional plans such as BayCarePlus Medicare Advantage Plans.
Just like with Medicaid, it is about asset protection planning. Annuities and life insurance provides you with a way to build your nest egg and protect it. We are licensed in annuities and life insurance. Our portfolio includes national carriers such as Lincoln Financial, Athene, American Equity, and Principal Financial.
Our team provides the highest level of expertise and personalized customer service for all your tax preparation needs. We are recognized by the Internal Revenue Service as a Registered Tax Return Preparer and our credentials can be found on the IRS.gov website as a participant in their annual filing season program and education. We prepare returns for individuals, trusts, and small businesses.