Senior Insurance & Retirement Advisors

JR went above & beyond to help me sort out insurance issues for my dad. He called the clinic insurance department & helped to educate them regarding my dad’s insurance. He also provided me with the words/phrases to use to advocate for my dad, as well as the CMS guidelines. He is a person of integrity & I’m grateful my parents have entrusted their insurance guidance to him.

JR and company are so knowledgeable and helpful without pressuring you to enroll. Not only that, but during the year, when I have questions about what my insurance will cover, they are there to help you with any questions I have on individual problems! They will even talk directly to the doctor’s office staff!

Mardee and staff have been extremely helpful in the process of signing up for Medicare. We appreciate their thorough and considerate approach to coaching us into this new stage of life! Really appreciate the phone call meetings to facilitate our process saving us precious time and money! Definitely a 5 star review!

JR and Mardee have helped me tremendously to switch from Civil Service coverage to Medicare Part B. I was really dreading having to do that! Thanks, JR...I really do recommend your services.

Mardde goes above and beyond to help decipher the social security rules and Medicare insurance. She breaks it all down so the average person can understand it. She helps you to find out what’s best for your situation. She’s truly a caring and compassionate lady. Everyone at this agency is kind and helpful. Would highly recommend this business to help with your social security and Medicare affairs.