As you approach age 65 or begin preparing for early retirement, your insurance needs will be changing. This brings you to a place where you begin to explore your new options in making sure you have the right coverage. As an agent with InvestWise Financial, LLC., I am here to help, by working side by side with you to analyze your insurance options. I am a licensed and trained insurance agent with experience working with individuals, families, and small businesses. With Medicare policies constantly changing, let me eliminate the stressful decision-making process and guide you in the right direction.
I can provide a personalized service that meets your needs and budget for the following:
- Individual & Family Health Insurance
- Medicare, Medicare Advantage Plans, Medicare Supplement, Medicare Prescription Drug Plans
- Small Business Health Insurance
- Life Insurance
- Dental Insurance
- Vision Insurance
- Critical Illness Insurance
- Disability Insurance
- Accident Insurance
- Long-Term Care Insurance
- Wellness Products
When I made the decision to become a licensed insurance specialist, my goal is and always will be to help educate people with all the available options out there. Saving you time and research, decoding your eligibility requirements to help you find what fits best for your fundamental needs. Unfortunately, people tend to find gaps in their insurance policies which leads to out-of-pocket expenses, together we can look at all your options, helping to avoid surprising costs for the future.
When I am away from my office, I Cherish spending time with my husband and 3 sons and soon to be Daughter-in-law & Grandson. We enjoy family gatherings, traveling, go off-roading in my Jeep, golf, & most outdoor all-season activities, I love to watch wrestling and football, we are huge sports fanatics!
Licenses / Certifications:
Life, Accident & Health Insurance Licenses
Medicare Certified
Certified to assist individuals with Health Insurance Marketplace
“We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.”