Our Services
Financial Planning
Our Financial Consultant will meet with you and review your insurance protection, retirement savings, and budgeting. We provide recommendations as part of our free financial consulting evaluation.
The Medicare Advantage
With seniors, shopping for Medicare insurance can be challenging. We go over all of their health insurance options so they can choose what best suits their needs and overcome any unique obstacles. We help them choose the coverage that's right for them by educating our clients on Medicare Advantage Plans (Part C), Medicare Health Maintenance Organization (HMO) Plans, Medicare Preferred Provider Organization (PPO) Plans, Medicare Special Needs Plans (SNP), and Stand-Alone Medicare Prescription Drug Plans (Part D). We offer respectful and sympathetic assistance.
Get personalized Medicare information and explore our learning center below at plan enroll.
Small Business Loans
We helped numerous businesses and religious organizations accomplish their goals and keep going throughout the pandemic. We help walk you through the full process for your small business loans. Our Financial Consultants will work closely with your organization, attorney, and accountant to secure the documentation and get you approved. We are ready to help you close on your commercial and residential loans.
My Workshops
We make it easy for you!
We offer financial workshops for you and your organization and help you navigate the many financial products available.
•Retirement Benefits •Understanding Medicare •Critical Illness and Long Term Care •Disability Income Protection •Teen Financial Workshops •Giving with Purpose